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Trust Dakota to supply them with investment information and insights on investment allocators
Through our direct sales effort since 2006.
Full of content designed to connect listeners with allocators
Prior to starting his entrepreneurial career, Gui earned his bachelor of science in Rhetoric and communications from the University of Virginia. In 2001, he relocated to Philadelphia working for a number of firms in the area before founding Dakota in 2006.
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Thought Leadership
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...
RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...