About SUMITOMO MITSUI DS ASSET MANAGEMENT (USA) INC.
SUMITOMO MITSUI DS ASSET MANAGEMENT (USA) INC. is a leading financial advisory firm that provides expert financial guidance and services to clients in the United States. With a team of seasoned financial professionals and a wealth of experience, the firm is dedicated to helping clients achieve their financial goals and secure a strong financial future.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial advice tailored to individual client needs
- Offer a wide range of financial services and products
- Leverage industry expertise and experience
- Create customized financial plans to meet long-term goals
Facts and Insights
SUMITOMO MITSUI DS ASSET MANAGEMENT (USA) INC. has been in business for over 30 years and has built a reputation for providing high-quality service and sound financial advice. The firm has a team of highly skilled financial professionals who stay up-to-date with market trends and changes, ensuring that clients receive the most relevant and informed advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion+ | 100+ | 30+ years |
Financial Services Offered
SUMITOMO MITSUI DS ASSET MANAGEMENT (USA) INC. offers a wide range of financial services, including wealth management, investment advice, retirement planning, tax planning, and insurance services. The firm tailors its services to the unique needs and goals of each client, providing personalized and effective solutions.
Client Types
The firm works with a diverse range of clients, including high net worth individuals, families, and small businesses. The team at SUMITOMO MITSUI DS ASSET MANAGEMENT (USA) INC. understands that each client has different needs and goals, and they are committed to providing tailored solutions to help clients achieve their financial objectives.
Fees & Compensation
As a fee-based firm, SUMITOMO MITSUI DS ASSET MANAGEMENT (USA) INC. charges clients a percentage of the assets under management as a management fee. This fee structure ensures that the firm’s interests are aligned with those of the clients and that the firm is dedicated to growing and protecting their clients’ assets.
Background
SUMITOMO MITSUI DS ASSET MANAGEMENT (USA) INC. is a subsidiary of SUMITOMO, one of Japan’s largest and most respected financial institutions. As a part of SUMITOMO, the firm has access to a vast network of resources and industry expertise, allowing them to provide the highest quality of service to clients.
Financial Advisor Disclosures to Know
SUMITOMO MITSUI DS ASSET MANAGEMENT (USA) INC. abides by strict industry regulations and adheres to ethical and professional standards. The firm is committed to full transparency with clients, providing all necessary disclosures and information to ensure that clients are fully informed and can make educated decisions about their financial future.