| The measure of our
success begins and ends with your success as an investor.
At DAAT Asset Management, we understand that you've selected us as a
trusted partner to do more than just build wealth and protect
assets. Your trust in our skills and experience extends to our
intimate understanding of your pursuits and where financial strength
should play a vital part in fueling their birth and eventual
maturity. Every investor seeks superior financial returns.
That's where the similarities end. Beyond that, the goals vary
from fueling early retirement to starting a new business, investing
in their child's education to sailing the Strait of Gibraltar in a
3-mastered schooner. Whatever your goals and passions
may be, the advisors at DAAT Asset Management consider it a
distinctive task to be included in those dreams.
A Registered
Investment Advisor (RIA), DAAT Asset Management offers investment
and financial services to high-net worth individuals and families.
We also bring a disciplined and solid investment approach to
pension, profit-sharing, 401(k) plans, and foundations. At DAAT
Asset Management, our clients have the resources and guidance to
view the landscape from a different vantage point. And when it comes
to managing your assets, we know the goal is your wealth and
confidence - not ours. An Important distinction between an RIA and a traditional broker is that an RIA does not
benefit from any commissions charged to your account. The sole
compensation that the RIA receives is its fee. In the case of DAAT
Asset Management, our incentive is to increase the total asset value
of your account because our fee is based upon that value.
Our commitment
to personal and professional client service is the cornerstone of
our firm. Regardless of client size, DAAT Asset Management offers
personal attention and sound approaches to serving our clients'
investment needs. Since opening our doors, DAAT Asset Management has
grown and attained an excellent reputation for one single reason -
we are focused upon serving the needs of our clients and surpassing
their expectations. This clear mission is reflected throughout the
firm in our people and the level of service provided to our clients.
The addition of
new clients and the resulting growth of DAAT Asset Management is a
very tangible indication of our success. However, the best
indication of our success is the number of clients we retain.
Successful representation of our clients and their assets is the
primary goal of every member at DAAT Asset Management. To that
end, we thank our clients for bestowing upon us the opportunity to
help.
Sincerely,
Louis Robin
President, DAAT Asset Management
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