Services

Services

Returns & Capital Preservation

Our firm’s goal is to deliver enhanced returns and capital preservation over the long term through a rigorous application of our intellectual and financial capital. All of our efforts reflect Dax Capital Partners strong accountability culture, commitment to exceptional performance and uncompromising integrity.

Clients First

Putting our clients’ interests first is at the core of our asset management philosophy. We also custom-tailor our investment strategies to clients’ specific needs. This approach has led to a high level of client satisfaction.

A personalized service

Every investment strategy begins with a detailed checklist. We ask you about your investment history and experience, your short and long-term goals. Also we will touch on how you see your retirement options, and the which risks you feel ok with taking. We do that to tailor your investment plan as closely to your needs as possible. Everything else is built up on these insights. It lets us develop a diversified portfolio that’s aligned with your financial objectives as closely as possible.

An integrated team

Our team consists of more than a dozen experts. It includes investment managers, private equity and fixed-income analysts, market strategists and research specialists. They browse and evaluate thousands of investing options. They’re carefully assessing the associated expenses and tax efficiencies as well as projected ROI. All before laying any investment opportunity to your table.