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 chairman

Watch the video.

Research and Additional Information


Everything you need to know about this revolutionary advancement in the evolution of portfolio construction.