D+W Institutional Services
Dauble+Worthington Equity Portfolios also works with Registered Investment Advisors (RIAs). We offer two primary institutional services to partner firms looking to incorporate our proprietary strategies into their client offerings.
Separately Managed Accounts
We trade Separately Managed Accounts (SMAs) on behalf of RIA partners, allowing your clients to benefit from our active management strategies within their own accounts.
Signal Leasing
We lease trading signals for many of our proprietary models, giving partner RIAs the ability to execute our strategies independently within their own infrastructure.
Contact Us
For Institutional Inquiries
If you are interested in utilizing any of our portfolios, please contact our portfolio manager for more information.
Portfolio Manager
John Worthington
Direct Line