DT Investment Partners, LLC is a privately-owned, SEC registered investment advisor. Our firm’s strength lies in the combined experience of our principals who serve as investment managers for individuals, families, and institutions.
The firm’s Investment Management focus is to deliver competitive market returns within well-defined risk parameters by combining vehicles that encompass the market’s systematic risk with tactical asset allocation decisions. We treat each investor relationship as a unique opportunity to create value within a given set of risk and return objectives.
Achieved by utilizing a proven and repeatable investment process that combines DT's proprietary fundamental and technical analysis in a separate managed account (SMA) structure.
Primarily utilize Exchange Traded Funds (ETFs) to quickly and easily gain diversified market exposure for our tactical shifts as macroeconomic and technical conditions change.
Primarily invest in publicly-traded securities which are traded on an exchange, can be bought and sold at any time during the trading day, and settle within two business days.
DT Investment Partners, LLC is not part of a larger umbrella organization such as a bank, insurance company, or broker-dealer. As a registered investment advisor, we have a fiduciary responsibility to only make decisions in the best interests of our clients and strategic partners.