Dgs Capital Management

About

Long-Short Tax-Aware Advisor Login Advisor Login Institutional Strategies. Boutique Access for Advisors. DGS enables advisors to leverage institutional investment strategies, customize portfolio design, and collaborate directly with our investment team on complex client cases. Talk to our CIO Decades of quantitative research, expressed as practice. Asset Under Management 01 $1.3 billion Managed across advisor and institutional accounts. Quantitative Research 02 15+ years Evidence-based systematic and tax-aware investing. Advisor Retention 03 100 % Advisor partners retained over last five years. Managed Accounts 04 1,000 + Accounts managed across households and institutions. Investment Strategies Strategies advisors can build portfolios around. EQUITY Flagship Long-Short Tax Aware Tax-aware equity strategy that uses both long and short positions to help manage gains, exposure, and more complex taxable situations. Strategy brief EQUITY Custom Long-Only Custom SMA Long-only direct equity strategy tailored to individual client accounts, providing customised, systematic, tax-aware portfolio management. Strategy brief EQUITY Overlay Options strategies Options overlays that help manage downside risk, generate income or defer taxes on concentrated stock positions with the underlying account Strategy brief our situational expertise When do advisors turn to DGS? Advisors often work with clients whose portfolios require more than standard investment products. DGS supports advisors in si

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