Meet Our Investment Partners

Dakota Investments partners with a select group of boutique investment managers that are specialists in their respective asset classes. We act as if we are part of their firm and perform all the sales,  marketing and client service activities to support their growth.

Our Clients

Large Cap Growth

Equity Income | High Yield Municipal Bond

Mid Cap Growth

International Growth

Real Estate Debt

Opportunistic Credit

Long/Short Equity

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What We Look For
in a Manager

While there’s no one “right” fit for us, Dakota typically partners with boutique investment managers who are specialists in their respective asset classes.

We look for "know what you own" investment strategies, concentrated portfolios, disparate weightings, single product focus, employee-owned, low turnover, and strategies that are benefitting from clear macro trends within the economy.

Start setting meetings
with the right people

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

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