DFPG’s RIA enables advisors to differentiate their wealth management business to more effectively gather assets. Built upon four primary platforms, each with its own fee structure, DFPG’s RIA offers an open architecture for advisors to meet various client needs and effectively manage client assets.
Alternative Managed Solutions (AltMS)
The AltMS Platform gives advisors access to a select, DFPG-approved list of alternative investments in a fee-based structure. Leveraging DFPG’s expertise in alternative investments and due diligence, AltMS offers advisors added flexibility to meet investors’ demand for alternative asset classes, such as securitized real estate or private equity, outside of a commission-based structure.