DBS INVESTMENT ADVISERS, LLC

Overview

DBS Investment Advisers, LLC is an independent registered investment adviser that provides fee-based financial planning and discretionary portfolio management to individuals, families and smaller institutions. The firm, organized as an LLC and SEC-registered in 2019, runs a mix of percentage-of-AUM and hourly-fee engagements and also offers other billing arrangements. Its advisory services include tailored financial planning, model-driven portfolio management for individuals and small businesses, institutional and corporate account management, and pension consulting. Investment activity centers on public markets, with the firm allocating the vast majority of client capital to public funds and mutual funds. At the same time, DBS maintains a relationship to real estate through external third-party managers and a real estate broker affiliation, which gives it the flexibility to incorporate private real estate exposures when appropriate for client objectives. The firm does not position itself as an ESG-focused manager and reports operating primarily under discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices