Whether you are a successful practice or a startup, DKE Advisor Services can help maximize your most valuable asset: the time you spend with clients.
Our team can provide you with a complete suite of support services including in depth current portfolio design, recommended portfolio design, production of a comprehensive Investment Policy Statement document, rebalancing and reporting.
Our technology platform will enhance your productivity while providing a high level of security to protect client information at all times.
For successful entrepreneurs who want to move their practice to the next level, we can virtually eliminate the unproductive time you spend designing portfolios, monitoring asset allocations and producing quarterly report packages. Outsourcing typically costs significantly less than dedicated employees. If you perform these back office tasks personally, the incremental time spent in the front office nurturing existing clients and investigating new prospects can provide the foundation for a quantum leap in revenue and profitability.
Start-up practices will benefit not only from the wide array of resources DKE brings to an alliance but also from our input on best practices techniques. Avoiding common pitfalls and quickly implementing a proven effective consultative approach to client relationships will help you develop a streamlined, highly profitable business.