DT Investment Partners is a registered investment advisor based in Chadds Ford, Pennsylvania, managing portfolios on both a discretionary and non-discretionary basis. DT Investment Partners offers personalized investment strategies ranging from conservative income portfolios to aggressive growth strategies, utilizing individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. In addition to portfolio management, DT Investment Partners integrates comprehensive financial planning into its services, helping clients identify long-term objectives, establish investment policy statements, and monitor their overall financial picture using account aggregation tools. The firm serves a wide variety of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are up to a maximum of 1.45% and may be negotiable based on factors such as the value of assets placed with the firm.