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INVEST WITH KNOWLEDGE
PARTNER WITH STRENGTH
DAAT Asset Management is different because
we were built exclusively around the needs of our clients. We listen and
manage accordingly. We're different because we have an unconflicted
alignment of interest with our clients. Our management team is comprised
of seasoned industry leaders in asset management and a network of
investment service providers that deliver unmatched resources.
Our mission is to deliver customized,
objective investment management solutions and personalized, contemporary
investment related services that fully meet our clients' broad
investment needs and simplifies the complexity of their financial lives.
We bring together a wide array of both
proprietary and non-proprietary resources in order to craft the most
appropriate investment solutions and deliver the most relevant services
to clients. We believe that this "best of breed" approach enhances our
objectivity and expands our breadth of services and capabilities,
enabling DAAT Asset Management to remain focused on our sole mission -
to most effectively serve the complete financial needs of our clients.
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.
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SERVICES
& PRODUCTS
Proprietary Investment Programs
DAAT Dynamic Assets (DDA) is an actively managed opportunistic
growth program which uses proprietary methodology developed by
Louis Robin, president of DAAT Asset Management. DDA utilizes a
variety of disciplines to determine strategic asset allocations
into sectors or markets, often competing with “hedge funds” or
similar equity accounts for investor attention. However, hedge
funds typically charge exhorbitant fees and impose minimum
holding periods. Get to know DAAT Dynamic Assets (DDA) and the
science of tactical asset allocation.
Click here to
see more specific information about DAAT Dynamic Assets.
For a moderate risk type strategy emphasizing in income with the
potential for growth, clients prefer DAAT Income & Growth (DIG).
DIG is an investment program that seeks income through dividends
and interest while at the same time seeks to achieve capital
appreciation of the portfolio. Click here to
see more specific information about DAAT Income & Growth (DIG).
Wealth Management
DAAT Asset Management offers clients a comprehensive suite of
investment management solutions and investment related services
that are designed to meet the broadest needs of our clients. We
bring together a wide array of resources in order to craft the
most appropriate investment solutions and deliver the most
relevant services to clients. We believe that successful
investors are those with clearly identified investment
objectives, a well-defined plan and a thoughtfully implemented
strategy that is continually monitored. Our investment process
begins by identifying each client's long-term investment goals,
tolerance for portfolio volatility and specific income needs.
Investment Management Services
DAAT Asset Management focuses on developing customized,
tax-sensitive investment solutions that meet the unique needs
and long-term objectives of our individual clients. Our ability
to effectively manage the uniqueness of your specific financial
needs serves as the foundation for our clients' portfolios. The
result is a well diversified portfolio designed to maximize the
opportunity for return and minimize volatility.
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