Dreams Investment Solutions is an institutional investment management firm based in California that acts as a subadvisor for other financial institutions, such as registered investment advisors, registered investment companies, broker-dealers, non-retail family offices, trusts, and foundations. Dreams Investment Solutions manages portfolios on a discretionary basis, using top-down macroeconomic analysis and a focus on structured note investments, individual equities, fixed income, options, mutual funds, and exchange-traded funds. Because Dreams Investment Solutions operates strictly as a business-to-business subadvisor, the firm does not directly manage accounts for individual retail investors or take individual retail client objectives into account.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.