Premise

DSA was founded in 2008 with the goal of preserving and building wealth in one of the most difficult financial times in recent history.

Thesis:
U.S. Investment Markets have historically shifted between financially related assets and real (tangible) assets every 20-30 years. We are approximately 10 years into a shift to real assets that began in 2000. All bonds and financially related equities will face severe global headwinds for the next 10 to 20 years and investment strategies must be adjusted to succeed in this environment. We therefore expect real assets, precious metals, agricultural commodities, and infrastructure trusts to exceed the performance of bonds and financially related equities.

Strategy:
The research and portfolio management team at DSA builds customized portfolios for clients consisting of investments in precious metals trusts, mining stocks, and income-producing trusts based on real assets like oil and natural gas pipelines. The team also actively trades gold, silver, and mining stock ETFs as a hedge against volatility.

Execution:
DSA manages its clients’ accounts on a discretionary basis, pursuant to written investment guidelines specified in the client contract. We are an independent firm and have no “in-house” or proprietary products. We are not a Broker-Dealer and thus, do not engage in principal transactions. DSA has incorporated a platform with Schwab Institutional to further enhance the firms services to its clients. Client accounts are registered separately in the client’s name and are presently custodied at Charles Schwab & Co., Inc. Client assets are never commingled with or held in DSA custody.

When you work with DSA, you will know precisely what you pay us and that our fees are not affected by investment selection or other relationships.