DKE Advisor Services is a true turnkey asset management provider. Our high touch back office team is deep and can support all your practice requirements, freeing you to better leverage the time spent with clients and prospects. We have a wide network of contacts and resources to assist meeting the special challenges of complex cases. A representative sampling of the services we can provide for your practice includes:

• Direct consultation with you to identify specific client goals and objectives
• Complete asset class analysis of Current Portfolio holdings
• Client risk profiling and analysis
• Design and probability modeling and testing of a Recommended Portfolio
• Preparation of a detailed Investment Policy Statement
• Preparation of customized Investment Philosophy education modules as needed
• Customized, comprehensive GIPS® compliant quarterly report packages
• Customized Investment Consultant Reports including since inception performance history for all accounts
• Rebalancing of client accounts as required
• Best practices consultations to enhance your practice efficiency and productivity
• Technology input to improve your use of IT resources
• Custom Intranet platforms for secure efficient communication
• Complete back office support and interface with custodians
• Secure electronic retention of client information and reports
• Electronic delivery of all report packages
• Branding with advisor logos, contact information and/or color schemes is available for client deliverables.