DB ADVISORS

Overview

DB Advisors is an independent registered investment adviser that operates as a capital allocator for individual and family clients. The firm’s advisory scope includes financial planning, discretionary portfolio management for individuals, small businesses and pooled investment vehicles, selection of other advisers, and pension consulting services. DB Advisors charges a mix of fee types — percentage of AUM, hourly, fixed fees and performance-based fees — reflecting a flexible pricing approach that can suit both ongoing wealth management and discrete consulting engagements. Investment activity is oriented toward listed equities and exchange-traded instruments, with a clear equity preference across client portfolios. The firm is not an active ESG investor. In addition to acting as an allocator to external managers, DB Advisors also has industry roles that include sponsoring and serving as a general partner or managing member for pooled investment vehicles, indicating experience in forming and operating manager-led funds or special purpose vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices