It’s time for a new type of TAMP
Technically, you could label DKE Advisor Solutions a turnkey asset management provider (TAMP). But, our mission is to be more… much more.
We are committed to making sure you acquire the deep confidence, focus, knowledge and resources you need to spend your time on purpose.
Our high–touch back office team – the TAMP folks – accelerates the growth of your practice by providing technology and resources that eliminates the drag created by administrative tasks and overhead.
A representative sampling of the efficiency and productivity services we provide includes:
- Direct consultation with you to identify specific client goals and objectives
- Complete asset class analysis of Current Portfolio holdings
- Client risk profiling and analysis
- Design and probability modeling and testing of a Recommended Portfolio
- Preparation of a detailed Investment Policy Statement
- Preparation of customized Investment Philosophy education modules as needed
- Customized, comprehensive GIPS (Global Investment Performance Standards) compliant quarterly report packages
- Customized Investment Consultant Reports including since inception performance history for all accounts
- Rebalancing of client accounts as required
- Technology input to improve your use of IT resources
- Custom Intranet platforms for secure efficient communication
- Complete back office support and interface with custodians
- Secure electronic retention of client information and reports
- Electronic delivery of all report packages
- Branding with advisor logos, contact information and/or color schemes is available for client deliverables
Going beyond traditional TAMP services, our leadership team, along with meticulously and purposefully chosen strategic partners, bring you advice, resources and support services to enhance the value you deliver to clients and accelerate the growth of your practice. We assist you in meeting the special challenges of complex cases and enhance your ability to realize all of the opportunities ahead.
Our practice growth acceleration approach provides a growing number of resources including:
- Organic growth strategies for prospecting effectiveness, new client on-boarding, and client revenue optimization
- Estate plan development and realization support
- Business transition plan development and realization support
- Exceptional life insurance performance strategies and systems
- Internal team development and optimization
- High-contrast branding
- Practical marketing
- Intellectual property development and alternative income stream creation
Is it your time to make a change?
Our unique, three-stage consultative process makes it quick and easy for us to mutually explore and define the grounds for a strategic alliance. Click here to learn more.