Services for Individuals & Families
Wealth Management
At Dex Capita Holdings, portfolio managers work with clients to define long-term wealth management goals and create customized portfolios to achieve them. We reject a one-size-fits-all approach, ensuring each portfolio is tailored to the client’s specific needs. We regularly conduct peer reviews to ensure that each portfolio reflects the firm’s best thinking on markets, asset allocation, and strategy selection. As a large boutique, we have the scale to attract top talent and the culture to provide personalized service, delivering expert advice directly to each client. Many of our portfolio managers have worked together for over a decade, fostering a collaborative environment that enhances the quality of service clients receive.
Investments
One of Dex Capita Holdings’s primary objectives is to deliver excellent investment results by offering a combination of core proprietary investment capabilities complemented by “best-in-class” outsourced capabilities. Dex Capita Holdings’s investment capabilities have performed well through past market cycles with appropriate levels of risk and tax efficiency. Our proprietary investment capabilities and outsourced managers are quality-oriented, valuation-sensitive, and highly disciplined with proven investment processes in place. We are also cost-aware, determined to customize a portfolio solution that is as streamlined and cost-effective as possible.
Values-Based Investing
Each client’s distinctive values and objectives matter to us. With two decades of experience and significant resources in place, your Dex Capita portfolio managers are prepared to implement a customized investment plan tailored to achieve your financial objectives while expressing the environmental, social and governance values important to you. A proliferation of novel terms clouds what has been a part of Dex Capita’s investment capabilities since its founding twenty years ago. Whether you choose to call it Socially Responsible Investing, Mission-Aligned Investing, ESG, or Impact, Dex Capita stands ready with robust Values-Based investment options.
Family Office
Beyond traditional investment management, Dex Capita Holdings’s Family Office Services provide a wide range of solutions tailored to the needs of each client. Its capabilities include coordinated estate and wealth planning, financial and income tax planning, consolidated reporting and personal accounting solutions. Utilizing the Family Office Services team allows our clients to focus on what is truly important to them. At Dex Capita Holdings, it is our goal to provide clients with a comprehensive wealth management platform at the highest levels of professionalism, integrity, and efficiency.
Business Advisory
The Family Business Advisory Group provides Dex Capita Holdings with the in-house corporate finance and related services capability to help family business owners navigate the complex and often sensitive issues associated with strategic initiatives, liquidity events and ensuring the family business legacy. Family businesses are often a family’s largest asset, as well as the most important contributor to their wealth creation. For family business owners, many of the most pressing concerns focus on either corporate finance transactions or business succession planning/stewardship.
