Our Services

Investment fund sponsors are becoming acutely aware of the increased pressures of oversight in managing institutional assets. There is the pressure to seek greater absolute returns in what many pundits predict will be an environment of modest returns, the expanding regulatory scrutiny and regulations to observe, the flow of new and ever more complex investment products, and the need to adjust their funds dynamically to rapid market changes. To meet those needs, DeMarche founded Discretionary Management services, LLC (DMS) which is a registered investment advisor and an affiliate of DeMarche Associates, Inc. DMS offers the following service models:

Outsourcing

This is a service that provides discretionary oversight in managing institutional assets on behalf of trustees and investment committees. Many fund sponsors have decided to outsource these burdens and many others are considering doing so. DMS provides solutions to many of the problems facing fund sponsors while still providing the flexibility to determine portfolio risk and retain strategic vendors.

Core

This service manages a portion of very large portfolios. Typically, DMS is hired as a dynamic Asset Allocator, assigned a benchmark defined by the client's policy portfolio and could be considered an alternatives manager in certain situations. The objective of this core portfolio is to outperform with lower risk through actively managed diversification across asset classes and styles.

Global Tactical Asset Allocation

Our GTAA Service is a dynamic global macro strategy using a combination of quantitative and fundamental analysis to actively shift assets around a custom benchmark. Different economies create different investment and leadership markets which DMS can exploit to deliver improved risk-adjusted results.