Downtown Investment Advisory

Also known as DIA

Wealth ManagerWhite Plains, United States
$130M
Assets Under Management
White Plains
Headquarters

About Downtown Investment Advisory

Downtown Investment Advisory (DIA) is a Registered Investment Advisory firm that provides investment management services focused on fixed income. DIA specializes in creating custom portfolios of individual bonds, from high yield to municipal, and alternative fixed income investments to achieve a desired yield target. DIA's investment expertise was developed over 20 years of institutional fixed income investing managing portfolios exceeding $500 million.\ \ \ \ \ \ As an independent firm we do not have incentives to place clients in \"house\" assets and we do not earn sales commissions. DIA has fiduciary obligations to all of its clients that many investment professionals, such as advisors at the large brokerage firms, are not required to provide.DIA, formed in 2013, is an SEC registered firm based in White Plains, NY with over $100 million in assets under management for high net worth families and charitable foundations.\ \ \ \ \ \ Downtown Capital Partners is an alternative asset-based lender located in White Plains, New York. The firm generally provides capital in the form of asset-based lending, real estate finance, receivables financing/invoice factoring, purchase order finance, structured transactions, and selected private equity investments. The customer base of DCP inclÞs the lower middle-market companies, real estate developers, and ultra-high net worth individuals and related entities. The firm was founded in 2009\ \ \

Preferred Investment Types

Debt FinancingInvestment FundsPrivate EquityVenture Capital - Early StageVenture CapitalPhilanthropy

Preferred Sectors & Themes

Conservative AllocationEquity/Mutual FundsEquity SecuritiesOptions TradingStartups & ManagementCharitable InvestmentsFixed Income/Debt Securities FinanceTraditional Investments (Liquid Assets)Alternative InvestmentsHigh-Level SectorsNon-Profit

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Downtown Investment Advisory?

Downtown Investment Advisory is a wealth manager based in White Plains, United States, managing approximately $130M in assets.

Where is Downtown Investment Advisory headquartered?

Downtown Investment Advisory is headquartered in White Plains, United States.

How much does Downtown Investment Advisory manage?

Downtown Investment Advisory manages approximately $130M in assets under management.

What does Downtown Investment Advisory invest in?

Downtown Investment Advisory focuses on Debt Financing, Investment Funds, Private Equity, Venture Capital - Early Stage, Venture Capital, Philanthropy, Conservative Allocation, Equity/Mutual Funds.

How can I contact Downtown Investment Advisory?

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