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
'19 '20 '21 '22 '23 '24 YTD LS TAX-AWARE — NET +11.4% ▲ 320bps BENCHMARK US 1000 TR

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.
 DGS Vs Traditional Institutional Platforms

How DGS Capital is different from traditional platforms.

Traditional platforms distribute. We are designed to integrate & work alongside the portfolios advisors already manage.
CATEGORY

What Advisors Compare

TRADITIONAL

Legacy Platforms

DGS CAPITAL

Our Approach

Investment Philosophy
Product-focused investing
Solution-driven investing
Strategy Flexibility
Rigid investment strategies
Flexible advisor-led strategies
Advisor Access
Layered communication access
Direct investment team access
Portfolio Implementation
Standalone allocations
Integrated portfolio allocations
Advisor relationship
Sales-oriented relationship
Strategic advisor partnership

The advisors we work with are our biggest advocates with over 90% of our business fueled by advisor referrals.

Testimonials
The year before we started working with DGS, the tax impact was around $320,000. After moving to a long-short strategy that was better suited to the situation, that dropped to roughly $40,000 the next year. That was when the value really became real for both us and the client.

Sarah Mathew

Designer, Apple Inc
California, USA
The year before we started working with DGS, the tax impact was around $320,000. After moving to a long-short strategy that was better suited to the situation, that dropped to roughly $40,000 the next year. That was when the value really became real for both us and the client.

Sarah Mathew

Designer, Apple Inc
California, USA
The year before we started working with DGS, the tax impact was around $320,000. After moving to a long-short strategy that was better suited to the situation, that dropped to roughly $40,000 the next year. That was when the value really became real for both us and the client.

Sarah Mathew

Designer, Apple Inc
California, USA

Get an advisory call directly from our CIO.

Bring a real client situation you’re working on - concentrated stock, a legacy portfolio, a complex tax picture, or a cash implementation. We'll workshop it on a 30-minute call and follow up with a detailed implementation plan.
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