D & T FINANCIAL ADVISORS, INC.

Overview

D & T Financial Advisors, Inc. is a small, privately owned advisory corporation focused on fee-based portfolio management for individuals, families and small businesses, with additional engagement managing portfolios for businesses or institutions and providing pension consulting services. The firm operates primarily on a discretionary basis, deploying client assets across pooled public funds as its core allocation while supplementing portfolios with targeted private placements and real estate exposures. Its stated client base and average asset sizes point to a high-net-worth clientele; the firm structures advice and portfolios around blended mutual fund strategies rather than heavy direct-stock trading. The firm charges a percentage of assets under management alongside other fee arrangements, and it does not position itself as an active ESG investor. Because its custodied assets are concentrated at a major custodian (National Financial Services LLC), D & T Financial Advisors has access to broad market capabilities—mutual funds, ETFs, SMAs and private placement settlement services—which it appears to combine to deliver diversified, advisory-driven portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices