Investment Services

Investment Planning Services
The plan may include a variety of strategies, such as investing in stocks, bonds, and mutual funds. The wealth manager also regularly monitors the performance of the investments and makes changes as needed.
By working with a wealth manager, individuals can have peace of mind knowing that their finances are being well managed.

Planning for
Retirement
In addition to retirement planning, wealth management also involves making sure that your current financial needs are met. This includes creating a budget, saving for unexpected expenses, and diversifying your investments.
A wealth manager can help you develop a personalized financial plan that meets your unique needs and objectives.

Regular Fixed
Income
In addition to providing guidance on financial planning, wealth managers also monitor market conditions and make recommendations on investments that are in line with the client’s goals and risk tolerance.
By working with a wealth manager, clients can receive comprehensive support in achieving their long-term financial objectives.

Tax
Planning
Wealth managers use a variety of tools and strategies to help clients grow and preserve their wealth.
By working with a wealth manager, clients can rest assured that their assets are being managed in a way that aligns with their long-term financial goals.

Global
Equities
We provide exposure to equity markets all over the world. Being able access opportunities that are further afield, whilst at the same time adjusted for risk, is a fundamental part of the service we provide. Our approach to equity investment incorporates long-term fundamentals with a focus on sustainable growth. As a DPA client, you can take comfort in the knowledge that the value of your capital will preserve through the mitigation of risk whilst encouraging the potential for growth. To maximize growth, we believe that it is essential to allocate assets across a number of carefully selected corporate equities positioned through a number of key jurisdictions around the world.

Global
Equities
We provide exposure to equity markets all over the world. Being able access opportunities that are further afield, whilst at the same time adjusted for risk, is a fundamental part of the service we provide. Our approach to equity investment incorporates long-term fundamentals with a focus on sustainable growth. As a DPA client, you can take comfort in the knowledge that the value of your capital will preserve through the mitigation of risk whilst encouraging the potential for growth. To maximize growth, we believe that it is essential to allocate assets across a number of carefully selected corporate equities positioned through a number of key jurisdictions around the world.
What is an IPO?
Growing Popularity
When a private company is willing to raise capital for the purpose of further expansion of the business, they can convert themselves into a public company for which it is required to make the public a participative owner of the company. An IPO is a way to accomplish the task. The company offers the public to buy their shares through initial public offerings, IPO. Retail investors apply for their shares after analyzing the company’s fundamentals, and financial growth potential, if the Retail Investor has the right broker who has access to IPO shares, they can invest.
Pre-IPO Investing
Before a stock is placed on a public exchange, a substantial quantity of shares are sold through a pre-initial public offering (IPO). Due to the investment being made prior to public listing and the potential of restrictions, the price mentioned in the prospectus for the IPO is often discounted for the investors of such a placement. Private equity firms, hedge funds, and other financial institutions are normally eager to purchase sizable interests in the company, and are frequently the main buyers of Pre-IPO stock.
Historically, Pre-IPO investing was not open to most retail investors. Only High Net Worth individuals could invest through such a route because minimum investment requirements were so high to invest. Pre-IPOs are now accessible to everyone, especially retail investors. Everyone can invest in the pre-IPO phase through DPA Investment subject to availability.
Pre-IPO Investing Advantages
- Pre-IPO can generate the best returns on investment!
- The majority of companies floating on the stock market have significant upside potential from Pre-IPO phase.
- Early-stage investors stand to gain the most.
- The market is the least affected by stock market volatility.
- Like the stock market, this investment also carries some risk. In order to make up for it, companies discount their share prices.
- One of the major advantages of investing in it is you can get the shares of fundamentally strong companies at a significantly discounted price. If you are a trader, you can sell those shares to realize profits, if you are a long-term investor, it will help you create wealth or accomplish your financial goals.



What is an IPO?
Growing Popularity
When a private company is willing to raise capital for the purpose of further expansion of the business, they can convert themselves into a public company for which it is required to make the public a participative owner of the company. An IPO is a way to accomplish the task. The company offers the public to buy their shares through initial public offerings, IPO. Retail investors apply for their shares after analyzing the company’s fundamentals, and financial growth potential, if the Retail Investor has the right broker who has access to IPO shares, they can invest.
Pre-IPO Investing
Before a stock is placed on a public exchange, a substantial quantity of shares are sold through a pre-initial public offering (IPO). Due to the investment being made prior to public listing and the potential of restrictions, the price mentioned in the prospectus for the IPO is often discounted for the investors of such a placement. Private equity firms, hedge funds, and other financial institutions are normally eager to purchase sizable interests in the company, and are frequently the main buyers of Pre-IPO stock.
Historically, Pre-IPO investing was not open to most retail investors. Only High Net Worth individuals could invest through such a route because minimum investment requirements were so high to invest. Pre-IPO’S are now accessible to everyone, especially retail investors. Everyone can invest in the pre-IPO phase through DPA Investment subject to availability.
Pre-IPO Investing Advantages
- Pre-IPO can generate the best returns on investment!
- The majority of companies floating on the stock market have significant upside potential form Pre-IPO phase.
- Early-stage investors stand to gain the most.
- The market is the least affected by stock market volatility.
- Like the stock market, this investment also carries some risk. In order to make up for it, companies discount their share prices.
- One of the major advantages of investing in it is you can get the shares of fundamentally strong companies at a significantly discounted price. If you are a trader, you can sell those shares to realize profits, if you are a long-term investor, it will help you create wealth or accomplish your financial goals.

Alternative Investments
Investments to Fit All Portfolios
The overriding benefit of alternative investment solutions is contained in their ability to perform under the stress of volatile economic conditions. Alternative investments with low or negative correlation to more traditional aspects of the investment landscape can provide the perfect hedge against the volatility of market conditions.
When incorporated as part of a diversified portfolio alternative investments have three main affects: improving long-term performance, reducing volatility and mitigating exposure to risk.
The consensus shared between our financial specialists approves the inclusion of alternative investments as part of a diversified portfolio. Dependent on client objectives and attitude towards risk, we typically suggest that a portfolio weighted with 10% – 20% of alternative assets provides an optimal mix of highest return at lowest risk.
Tailored Investment Management
Bespoke Solutions
We are dedicated to delivering a bespoke, best-in-class financial management service tailored around the specific needs of each client under our care. In partnership with our clients we work towards creating successful outcomes in alignment with their unique objectives.
Together with extensive research and impeccable timing, our approach to investment is driven by the founding principles that prioritise a commitment to value creation, wealth preservation and on the delivery of absolute investment returns.


Tailored Investment Management
Bespoke Solutions
We are dedicated to delivering a bespoke, best-in-class financial management service tailored around the specific needs of each client under our care. In partnership with our clients we work towards creating successful outcomes in alignment with their unique objectives.
Together with extensive research and impeccable timing, our approach to investment is driven by the founding principles that prioritise a commitment to value creation, wealth preservation and on the delivery of absolute investment returns.
Managed Funds
Providing investors with a discretionary investment focus on the management of best-in-class funds.
Our managed fund offering provides a convenient way for investors to access to a wide range of securities above the limitations of rigid equity positions. Participating throughout the economy of a fund presents additional benefits as private investors are able to capitalize from a larger investment pool usually reserved for those with greater financial power.
Being able to allocate assets across a broad range of securities, diversification can play a big part in mitigating risk, as the potential loss incurred from one asset class is likely to be offset against the gains of another contained within the same pool.
Multi-Asset Investments
DPA Investment provides access to a range of global funds, each of which have been diligently selected and profiled to meet the variables of preference. Our fund profiling process dictates that we identify adequate fund solutions to meet investor needs with confidence.
We encourage clients to take advantage of the many benefits of using managed strategies due to their simplicity, efficiency and for diversification benefits they provide. Typically, fund focus strategies are an ideal solution for investors who require a low-maintenance investment without sacrificing performance.
We do not believe that investors should be restricted to a handful of off-the-shelf funds. Instead, we present our clients with the advantages of managed funds and help them to identify their objectives before selecting a number of funds that demonstrate a like-minded strategy.
Absolute returns on Investment
Throughout the global investment landscape there are countless opportunities available to investors. However, access to so much choice does not help to make the investment decision process easier. If anything, the process is more complex than it has ever been.
At DPA Investment we work closely with clients, providing them with the necessary information to make informed investment decisions to promote the most preferable outcomes. This not only saves clients a considerable amount of time, more importantly they are able to draw upon the extensive resources and knowledge of our analytical team.
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Managed Funds
Providing investors with a discretionary investment focus on the management of best-in-class funds.
Our managed fund offering provides a convenient way for investors to access to a wide range of securities above the limitations of rigid equity positions. Participating throughout the economy of a fund presents additional benefits as private investors are able to capitalize from a larger investment pool usually reserved for those with greater financial power.
Being able to allocate assets across a broad range of securities, diversification can play a big part in mitigating risk, as the potential loss incurred from one asset class is likely to be offset against the gains of another contained within the same pool.
Multi-Asset Investments
DPA Investment provides access to a range of global funds, each of which have been diligently selected and profiled to meet the variables of preference. Our fund profiling process dictates that we identify adequate fund solutions to meet investor needs with confidence.
We encourage clients to take advantage of the many benefits of using managed strategies due to their simplicity, efficiency and for diversification benefits they provide. Typically, fund focus strategies are an ideal solution for investors who require a low-maintenance investment without sacrificing performance.
We do not believe that investors should be restricted to a handful of off-the-shelf funds. Instead, we present our clients with the advantages of managed funds and help them to identify their objectives before selecting a number of funds that demonstrate a like-minded strategy.
Absolute returns on Investment
Throughout the global investment landscape there are countless opportunities available to investors. However, access to so much choice does not help to make the investment decision process easier. If anything, the process is more complex than it has ever been.
At DPA Investment we work closely with clients, providing them with the necessary information to make informed investment decisions to promote the most preferable outcomes. This not only saves clients a considerable amount of time, more importantly they are able to draw upon the extensive resources and knowledge of our analytical team.

Security & Support
Understanding that the security of your investments is our number one concern as we work towards maintaining long lasting relationships.
We believe that our continued success is directly related to our performance as financial professionals and our efficiencies as administrative experts. We dedicate resources to ensuing that clients judge our capabilities based on their experiences as a DPA Investment client.
Each client is entitled to unrestricted and direct access to a dedicated wealth adviser and team of administrative executives. The team is collectively responsible for the continued management of your account including an ongoing dialogue on asset performance and re-balancing recommendations to maintain objective alignment.
Portfolio Management
Investment Solutions for All
Discretionary portfolio management suited for investors who prefer to delegate their day-to-day investment responsibilities towards a professional team of experts.
Our specialist portfolio managers apply a different set micro-strategies within each portfolio under management. It is therefore unusual to find any two managers who use exactly the same methods and techniques. However, if one were look at our portfolios as a whole, a number of common characteristics emerge.
For example, it is common for alternative assets to be implemented as a hedge against stock market volatility; the majority of our portfolios contain 10-25% of alternative asset classes surrounded by more traditional forms such as equites and fixed income vehicles.


Portfolio Management
Investment Solutions for All
Discretionary portfolio management suited for investors who prefer to delegate their day-to-day investment responsibilities towards a professional team of experts.
Our specialist portfolio managers apply a different set micro-strategies within each portfolio under management. It is therefore unusual to find any two managers who use exactly the same methods and techniques. However, if one were look at our portfolios as a whole, a number of common characteristics emerge.
For example, it is common for alternative assets to be implemented as a hedge against stock market volatility; the majority of our portfolios contain 10-25% of alternative asset classes surrounded by more traditional forms such as equites and fixed income vehicles.

Early Stage Investment Criteria
DPA Investment partners with exceptional operating executives to help build profitable businesses capable of sustaining their success for all shareholders, management, employees, clients and advisors, over the long term.
Key criteria in evaluating potential DPA investments include:
Experienced Management Team
- Proven operators with successful track records who desire a meaningful equity stake
Predictable Cash Flow
- A track record of stable, predictable and growing EBITDA
Identifiable Growth
- Participation in stable and growing markets
- Opportunity to capture share through organic growth and/or add‐on acquisitions
Sustainable Competitive Position
- Strong market position
- Identifiable niche
- Meaningful barriers‐to‐entry

Small to Mid-Cap Equity Strategy
Individual portfolio construction reflects the Portfolio Manager’s and the client’s views on macroeconomic trends and business cycles. A valuation-aware selection process, coupled with an across the spectrum analysis, helps DPA Investment find value, and growth. This is an essential element of any equity allocation. The portfolio seeks to provide diversified equity exposure beyond large cap with reduced risk relative to the small-cap equity universe.


Managed Funds
Providing investors with a discretionary investment focus on the management of best-in-class funds.

Investors
The goal of wealth management is to assist clients in achieving their long-term financial objectives.