Strategic Global Advisor Accounts
The DGM Strategic Global Advisory Account provides you with access to over 40 of the world's leading investment management firms and a choice of over 75 individual portfolio styles. All under one umbrella-account with one all-inclusive fee.
Our private bankers work with you in determining the best asset and management mix to meet your objectives and requirement.
Highlights:
- Access to Select Institutional Advisors
- Customised Portfolios
- Individually Managed and Segregated Accounts
- Minimum of US$100,000 per advisor
- Account minimum of US$250,000
- Secure, Web-based account access and Portfolio reporting
One All - Inclusive Fee:
- Includes all brokerage charges
- Includes all safe custody & administration fees
- Includes all investment advisory fees
- Includes online Private Client Account Access
- Includes fees for switching between advisors
If you are interested in establishing a DGM Global Advisory Account, please complete the following steps:
Set up a DGM Global Advisory Account
- Download, print and complete the Investor Questionnaire.
- Fax the completed questionnaire to DGM Bank & Trust Inc. at (246) 431 3439, with the original to follow by post.
- A DGM Bank & Trust representative will contact you upon receipt of your questionnaire.
