CHADDS FORD, PA — DT Investment Partners LLC (DTIP), a $2.3 billion wealth management firm headquartered in Chadds Ford, PA, announces a new ownership structure that took effect on January 1. The firm, which was founded in 2011, is now 100% employee-owned and remains independent. At the same time, DTIP launched a new branding strategy that emphasizes its focus on asset allocation and customized investment solutions for clients. Over the last five years, the company’s managed assets have grown by more than $600 million.
“Consolidation is rampant in the industry, and it can be difficult for clients to know if they are securing truly independent advice from investment professionals who are only held to suitability standards,” says Jonathan Smith, Chief Investment Officer at DT Investment Partners. “That’s why we are 100% independent and are committed to providing a high-service, comprehensive wealth offering that reflects a lower price point with a fiduciary standard. Our process focuses on customization and asset allocation, the two largest factors necessary to achieve investment success.”
A full-service wealth management firm with asset management and financial planning, DTIP also offers consulting services to ultra-high net worth clients and institutional investors to serve as their independent advocate. “We cut through the web of confusing financial products and eliminate the concern of advisors who may have mismatched incentives,” says John Blair, Managing Director of Client Relations. We have spent the last fourteen years perfecting our service offering and growing our loyal client base to well over $2 billion in assets. This rebranding strategy is the last step in catapulting our growth to the next level and ensuring the success of our diverse client base.”
For more information or to learn more about DT Investment Partners, visit dtinvestmentpartners.com.
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