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DFS Managed Account Service

The DFSMA is designed to provide investors with increased portfolio transparency and enhanced tax management capabilities, which are anchored through the investment discipline and expertise of the DFS Investment Team. The DFSMA provides efficient access to up-to date financial information. Click here to view the DFS Managed Account Service.

 

 

Adviser Wrap

Click here to view the Adviser Wrap.

 

 

Quarterly Newsletters & Articles

Newsletter March 2015

Newsletter December 2014

Newsletter September 2014

Newsletter June 2014

Newsletter December 2013

Newsletter September 2013

Newsletter June 2013

Newsletter March 2013

Newsletter December 2012

Newsletter September 2012