Coming December 2026
DTR Capital Management is currently working with U.S.-based registered investment advisory firms on pilot programs ahead of a December 2026 launch: research and client communication built to help firms stay in front of clients when markets move, keep the relationships they have and grow the assets they manage. Details and introductory calls open in December.
Client letter
A clear, cross-asset market letter written every week and delivered under your brand, approved by your compliance officer before it goes out. Your clients hear from you 52 times a year without adding to any advisor's workload.
Strategist
A named strategist on your team page, available to your advisors and, with an advisor present, to your clients. Market views, not investment advice: no trading, no custody, no basis points, and a flat monthly fee. One firm per market.
What it is not
We do not manage money or touch your custodian, and we do not write generic content. We provide one strategist's institutional research under your name.
Pilot programs under way
Weekly client letters, quarterly commentary and advisor briefings, each produced under the firm's own name and approved by its compliance officer.
Leave your details and you'll hear from Tyler directly when introductory calls open in December. Firms that reach out first are scheduled first.
