Investment Advisors Collaborate to Launch DT Investment Partners

Sep 27, 2011, 11:58 ET from DT Investment Partners, LLC

WILMINGTON, Del. and PHILADELPHIA, Sept. 27, 2011 /PRNewswire/ -- Chief Executive Officer Jonathan Smith (Berwyn, PA) announced today the official launch of DT Investment Partners, LLC (DTIP), a privately-owned, SEC registered investment advisor headquartered in Wilmington, Delaware. DT provides institutional-quality investment management services to the financial advisor community for the retail, high net worth, and small foundation and endowment marketplace. (www.dtinvestmentpartners.com)

The firm's principals have an extensive history serving as investment managers for individuals, families and institutions and have worked as a team since 2005, most recently with Daniels + Tansey in Wilmington. Prior to that, Smith served as CIO of Fixed Income for The Haverford Trust Company, where the firm's other principals also served in management roles. They collaborated with DeVon and Christopher Daniels to form DTIP, an affiliate of Daniels + Tansey, to focus solely on investment management activities such as developing optimized targets for asset allocation strategies and creating tactical overlays on those strategic targets. In addition, they provide taxable and municipal bond management through separate account structures. The firm will transition with assets under management in excess of $300 million. The principals' solid track record shows their ability to navigate tumultuous markets with less volatility. The investment process focuses on protecting on the downside and participating as markets rise. In addition to Mr. Smith, who also serves as the firm's CIO, other key personnel include:

  • Andrew Zimmerman, Chief Investment Strategist (Greenville, DE)
  • Margaret Ritter, Senior Investment Manager (Drexel Hill, PA)
  • John Blair, Managing Director of Client Relations & Marketing (Garnet Valley, PA)
  • Daniel Mullen, Chief Compliance Officer (West Chester, PA)

"Our firm is dedicated to providing clients with compelling risk-adjusted returns, while reducing portfolio volatility in periods of financial market stress," says Smith. "Strategies can be customized to meet a client's cash flow and liquidity needs, income requirements, risk tolerance, time horizon, and tax considerations."

DT Investment Partners is located at 1013 Centre Road, Suite 220, Wilmington, DE 19805. For more information, contact John Blair, Managing Director of Client Relations & Marketing, at 302.442.6203 or jblair@dtinvestmentpartners.com, or visit www.dtinvestmentpartners.com.

SOURCE DT Investment Partners, LLC



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