SKIP NAVIGATION

HOME. ABOUT US. INVESTMENT BANKING.  SYNDICATE. INSTITUTIONAL SALES & TRADING. RESEARCH. INDIVIDUAL INVESTORS.  WEALTH MANAGEMENT. INSURANCE. NEWS.  CONTACT.

ASSET MANAGEMENT INSURANCE PRODUCTS

ASSET MANAGEMENT

Dawson James Asset Management, Inc., a wholly-owned subsidiary of Ark Financial Services, Inc. (the parent Company of Dawson James Securities, Inc.), is a Registered Investment Advisor (RIA). Our asset management team offers clients the opportunity to have their accounts professionally managed on a fee type basis.

Through our relationship with National Financial Services, LLC, a Fidelity Company, and Envestnet Asset Management, we have the ability to offer fee based wrap accounts utilizing the MAS program. These relationships give us direct access to a large choice of professional strategies that enhance our client’s ability to achieve their financial goals and objectives.

The MAS program enables our advisors to choose from a selection of advisory programs and related services which enables our advisors

• access to the private money management services of one or more Money Managers;
• access to a program developed and implemented by Envestnet Asset Management that collects and reports data on investment style and philosophy, past performance and personnel of numerous Money Managers;
• access to Envestnet Asset Management’s proprietary mutual fund wrap program which provides a method for screening and selecting mutual funds by various criteria.


Please visit our main site

CLIENT LOGIN
 
TERMS & CONDITIONS  DISCLOSURES. RULE 606. PRIVACY PLEDGE.