What We Offer
DTR® Navigator is a managed account solution for the Defined Contribution, Defined Benefit and high net worth arenas.
We work with advisors, plan sponsors/providers and DB plan administrators to offer the DTR® methodology via:
- Collective Investment Trusts/Funds
- Model Portfolios
- Dynamic overlays to existing portfolios
The DTR® Story
An interview with the chairmanWatch the video.