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).
Years of Management Experience
DB Advisors Advanced Trading Platform
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
Consolidated Equity Capital
DB Advisors ROBO Trading Platform
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.
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.
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.
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
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.
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.