DT Investment Partners LLC

DT Investment Partners LLC, a Delaware Limited Liability Company, is a professional investment firm with 10 employees, of which 3 are dedicated to advisory roles. They currently serve 7 clients and their SEC status is listed as Approved, with a registration date of Jun 9, 2011.

• ANDREW CHRISTOPHER ZIMMERMAN

  MEMBER - CHIEF INVESTMENT STRATEGIST owns more than 10% but less than 25%

• DEVON WILLIAMS DANIELS

  MEMBER owns more than 10% but less than 25%

• JOHN LEROY BLAIR

  MEMBER - VP owns more than 10% but less than 25%

• JONATHAN DARRELL SMITH

  CEO,CFO -MEMBER owns more than 25% but less than 50%

• STACEY ANN SCHEB

  CHIEF COMPLIANCE OFFICER owns less than 5%

• Smithbridge Asset Management Inc
• Gardner Lewis Asset Management LP
• CT Financial Advisors LLC
• Chartered Advisory Group Inc
• Quinn Wealth Advisors A Series of Indepen Wealth Partners LLC
• PF Advisors LLC

• The Evolution of DT Investment Partners' Portfolio: Q3 2022 to Q4 2022

• SPDR S&P 500 ETF TR TR UNIT $71,188k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $28,718k
• ISHARES TR CORE S&P MCP ETF $28,092k
• SSGA ACTIVE ETF TR $23,282k
• ISHARES TR $19,719k
• ISHARES TR $18,449k
• ISHARES $14,122k
• ISHARES TR RUS 1000 ETF $12,146k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $9,837k
• ISHARES $7,314k