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Diversified Managed Allocations (DMA) is an investment program for clients with at least $150,000, which combines separately managed account portfolios that are strategically allocated across various market capitalizations, styles and risk tolerances all in a single account.

You and your David A. Noyes & Company investment executive create an asset allocation strategy and assemble a customized portfolio designed to meet your financial objectives.

How DMA Works
There are two main choices you have with a DMA account:

  • An Optimal Blend option, a risk-based portfolio constructed with diverse, yet complementary, investment managers

  • A Customized Portfolio option using two or more DMA managers

The DMA service includes quarterly performance reporting and market commentary showing your account returns benchmarked against market indices, and portfolio rebalancing when necessary.

Let David A. Noyes & Company help guide you to your lifetime goals by tailoring a DMA investment plan to your unique needs.

Learn more.
To find out more about how David A. Noyes & Company can help you build your wealth, contact us today.

 

 

 
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