DB ADVISORS
 

DB Advisors Platforms

Take on the markets wherever you want, however you want. Trading, research, strategies, automation and more. 

 
 
 

Managed Account Solutions | Retirement Solutions | Investment Products | Estate Planning | Education Planning

db_confroom2.jpeg

 Client Solutions

OrangeBlock.png
 

DB Advisors Traditional Trading Platform


TD Ameritrade Institutional

 
 
 

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs).

 

20+

Years of Management Experience

4,000+

Advisors Served

 

DB Advisors Advanced Trading Platform


Interactive Brokers

 
 
 

Interactive Brokers conducts its broker/dealer business on over 120 market destinations worldwide. In its broker dealer agency business, IBKR provides direct access ("on line") trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, bonds, CFDs and funds worldwide. Interactive Brokers Group and its affiliates execute over 800,000 trades per day.

 

120  |  26  |  22    

markets | Countries | currencies

$6.0B+

Consolidated Equity Capital

 

DB Advisors ROBO Trading Platform


Betterment

 
 
 

In 2010, Betterment set out to become the first and leading independent online financial advisor because they believed financial services could be better—that people deserved better. It's a belief that's shaped how they work, what they build, and their undying mission: to empower people to do what's best for their money, so they can live better.

 

Automated solutions for your investing needs,

powered by Betterment, LLC.

 

DB Advisors Charitable Platforms


We may recommend one of the following DAF providers:

 
 

A donor-advised fund (DAF) is a charitable giving account. Give, grow, and grant assets to charities for meaningful and lasting impact.


Give

Establish your fund with a tax-deductible contribution. You can start with a minimum contribution of $5,000 or $25,000, so it’s easy to begin at a low threshold and then contribute more in time.

Grow

Advise how your contributions are to be invested. You can decide where investments are custodied and who will manage those investments. You’ll have access to a wide range of investment options.

Grant

Recommend grants to your favorite charities at any time, with either anonymity or full recognition. The platform is designed to be easy and flexible for your unique goals. If you have any questions, let us know. We’re available to guide you through every step of the process.

 

The Tax Benefits Associated with Donor-Advised Funds

Income tax:
You’ll receive an immediate and maximum income tax deduction in the year that you contribute to your donor-advised fund.

Capital gains tax:  Contributions of appreciated assets that are held for more than a year incur no capital gains tax.

Estate tax: Your donor-advised fund will not be subject to estate taxes.

Tax-free growth: Your investments in a donor-advised fund is allowed to appreciate tax-free.

Note: The information provided herein is for informational purposes only, and should not be interpreted as legal and/or tax advice. Donors should always consult their legal and tax advisors regarding their specific situations.

 
 

Helping You Succeed Through Teamwork.

As an independent investment advisory firm, we may assist clients through their whole wealth management process with the products and services of global financial providers. We can advise without limitations or proprietary requirements on products, strategies or funds.

 
 
db_collaborate2.jpeg
 
 

iRetire by BlackRock**.

Your DB Advisor may help you create a retirement target customized for you. The iRetire technology can help improve your guidance through retirement.

The award-winning iRetire platform enables more efficient conversations around retirement so you may understand where you stand relative to your goals and how your choices today can potentially impact your outcomes later.

 
 

IMPORTANT: The projections or other information generated by the iRetire tool (the "tool") regarding the likelihood of
various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not
guarantees of future results. Results may vary with each use and over time.


Any information contained in or generated by the tool should not be construed as or relied upon as investment advice,
research or a recommendation by BlackRock Investments, LLC or any of its affiliates (collectively, "BlackRock")
regarding the use or suitability of any particular asset allocation, fund or overall investment strategy. The tool is
designed to be used in consultation with an advisor and should not be relied on as a primary basis for an investment
decision. Only an investor and his or her advisor know enough about the investor's circumstances to make an
informed investment decision.


The tool does not guarantee future income or protect against loss of principal. There can be no assurance that an
investment strategy based on the tool will be successful.


Investing involves risk, including possible loss of principal.


This material is provided for educational purposes only and is not intended to constitute “investment advice” or an investment
recommendation within the meaning of federal, state, or local law. You are solely responsible for evaluating and acting upon the
education and information contained in this material. BlackRock will not be liable for any direct or incidental loss resulting from
applying any of the information obtained from these materials or from any other source mentioned. BlackRock does not render
any legal, tax or accounting advice and the education and information contained in this material should not be construed as such.
Please consult with a qualified professional for these types of advice.


Not FDIC Insured * No Bank Guarantee * May Lose Value *


©2017 BlackRock, Inc. All rights reserved. BLACKROCK and iRETIRE are registered trademarks of BlackRock, Inc. or its
subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

**DB Advisors and BlackRock ARE NOT affiliated.

 
 
 

LET'S TALK, Schedule a conversation, by phone or in person.

 
BlueBlock.png