DS INVESTMENT ADVISORS

Overview

DS Investment Advisors is a privately owned advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm bills on a percentage-of-AUM basis and, based on its filings, allocates capital primarily to liquid, pooled vehicles rather than to direct stock-picking. Its largest single asset category is public funds/mutual funds, reflecting a preference for multi-manager or fund-based sleeves to gain diversified exposure across equities and fixed income. The adviser is not positioned as a pension consultant or multi-state adviser and does not identify as an active ESG investor. It reports no status as a capital allocator or related adviser, and the business model centers on traditional wealth-management services rather than institutional plan consulting or integrated family office operations.

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Investments & Alternatives

Location & Offices