Some doctors like to play the market, others like to put all their money in the bank. Unfortunately, it is rare for us to find a doctor who has a solid investment strategy along with written investment policy that articulates the investment goal, timeline and risk profile for the investment.

Services_wealth.png

Our solution:

DFS provides far more depth than just financial and investment planning advice. We help you clarify your ideal future, create a coordinated strategic plan for your life and make it a reality. 

We provide objective fee-based advice to help you achieve your personal, family and estate goals. And we help you easily solve complex financial matters, including:

  • Personal cash flow and asset management 
  • Investment portfolio management 
  • Family governance and mentoring 
  • Philanthropy and charitable giving 
  • Estate distribution and tax strategies 

We utilize a robust investment advisory platform to provide institutional quality wealth management solutions that encompass goals based investing based upon written investment policies. We are compensated on a fee based arrangement that is competitively priced and fully transparent.

 

Consulting Services

  • Provides intellectual capital and thought leadership on economic and macro investment themes 
  • Institutional consultants support the design and monitoring of wealth management programs and fiduciary services 
  • Portfolio consultants partner with our advisors to develop sophisticated solutions for complex client needs
 

Portfolio Management

  • Proprietary framework for global asset class assumptions and asset allocation modeling including alternative asset classes 
  • Supports diverse advisor and client needs with strategic, dynamic and tactical approaches  
  • Overlay trading capabilities: SRI customization, restrictions and tax optimization

 
Wealth-Management_research.png

Manager Research

  • Comprehensive, unbiased research and due diligence on broad spectrum of asset classes and investment vehicle types 
  • Proven track record discovering and monitoring managers that consistently outperform their benchmarks on a risk-adjusted basis 
  • Prima Premium Research is customized and delivered through proprietary industry leading technology  
 

Investment Advisory Services Provided through Physicians Investment Advisory Services of Texas (PIASOT).

 
 

FOLLOW US