Developing a Strategy
DIA’s process begins with learning about you, your goals and your outlook for the future. With this knowledge, we help you develop your new or enhanced investment strategy, including a customized asset allocation plan, that is specific to your circumstances and tailored for your risk tolerance.

The managers identified have a proven track record in a specific asset class and style. These manager alternatives are designed for sophisticated investors. Passively managed (index) products are considered as appropriate.

A Sharp Focus on Tax Efficiency
We help you focus on your after-tax returns through:

• Use of an after-tax approach when developing your allocation
• Portfolio design and asset location
• Identification of tax efficient managers and use of passively managed (index) products, where appropriate
• Effort to avoid unnecessary transactions

Stay on Course with Quarterly Reviews
As part of your quarterly performance review, you receive:

• A calculation of your portfolio’s overall rate of return and analysis of performance drivers
• A comparison of your actual asset allocation to your strategic target allocation and recommendations on changes or adjustments to the allocation, for you to consider
• Benchmarking of your managers’ performance against peers and market indices
• Advice on managing upcoming cash withdrawals or contributions
• Analysis of your progress toward key financial goals