Dakota Funds Group
Homepage http://www.dakotafunds.com
LinkedIn Profile https://linkedin.com/company/dak***nds-g***
HQ Location
United States , Pennsylvania, Haverford379 Lancaster Avenue Suite 11 Haverford, PA 19041 United States
Dakota Funds is an independent distribution group that partners with boutique investment firms to provide early access to capital via a network of large RIAs in order to help launch a mutual fund. Our team then scales the mutual fund over time via our network of Banks, Independent Broker-Dealers, Wirehouses and Consultants.
Since our founding in 2006, Dakota has had the privilege to partner with numerous high quality boutique investment management firms. We have been fortunate to play an active role in the successful development of their businesses helping them create collectively ~$90 million in recurring revenue, totaling ~$10 billion in assets. Our Partner’s mutual funds have consistently ranked as the fastest growing funds in their peer group since the inception of their funds.
Service Offerings
• We Build New Businesses by creating awareness for little-known, boutique investment firms through proven channels
• We Tell Investment Stories and Sell Strategies that turn firms into well recognized
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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