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Are You Putting Your Assets to Work?

DMD ensures the professional overseeing and optimizing of your assets, both tangible and intangible as well as financial investments to maximize the value and achieve specific financial goals. Our process involves strategic planning, monitoring, and making informed decisions to ensure that your assets are utilized in the efficient and effective manner.

Understanding Asset Management

Asset management refers to the systematic process of developing, operating, maintaining, and disposing of assets in an efficient and cost-effective manner throughout their lifecycle. Assets can include physical items such as coal mine, gold mine, oil fields, precious gems, and infrastructure, as well as intangible assets like patents, trademarks and intellectual property. We are committed to providing individuals and institutions with a comprehensive, goals-based approach to managing, protecting, and growing assets. One of our experienced Portfolio Advisors will work with you to develop a solution that meets your needs.

The primary goal of asset management is to optimize the performance and value of assets while minimizing risks and costs associated with their ownership and use.

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Asset Management at DMD

This process involves various activities and strategies, including:

 

Asset Planning: Identifying the organization's needs and objectives, and determining the assets required to achieve those goals.

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Asset Acquisition: Acquiring assets through purchase, lease, or other means, considering factors such as quality, cost, and suitability.

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Asset Tracking: Keeping detailed records of asset location, condition, maintenance history, and other relevant data.

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Depreciation and Valuation: Monitoring the value of assets over time, considering depreciation and potential appreciation.

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Risk Management: Identifying and managing risks associated with asset ownership, such as obsolescence, regulatory compliance, and market volatility.

 

Asset management is essential for organizations of all types, including businesses, and institutions. Properly managed assets can lead to increased productivity, reduced downtime, improved decision-making, and enhanced financial performance.

 Key Benefits of Asset Management 

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Goal-Oriented Approach: Asset management involves setting clear and specific goals for the assets under management. These goals could include wealth preservation, capital appreciation, income generation, risk mitigation, or a combination of these objectives. Asset managers tailor their strategies to align with the client's goals and risk tolerance.

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Diversification: One of the key principles in asset management is diversification. It involves spreading investments across a variety of asset classes, industries, and geographic regions to reduce risk and potentially enhance returns. Diversification helps to protect a portfolio from being overly exposed to the fluctuations of any single asset or market.

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Long-term Focus: Asset management is often oriented towards long-term goals, especially in the context of financial investments. Instead of seeking quick gains, asset managers aim to develop sustainable strategies that align with their clients' objectives, risk tolerance, and time horizon.

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Professional Asset Managers: Asset management is typically handled by professionals such as portfolio managers or financial advisors who possess expertise in analyzing financial markets, identifying investment opportunities, and constructing portfolios tailored to their clients' needs.

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Regulation and Compliance: Asset management is subject to strict regulations and oversight to protect investors and maintain market integrity. Regulatory bodies and financial authorities in various countries impose rules that asset managers must follow to ensure transparency, accountability, and fair practices.

"Living Your Legacy Now"

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