Discretionary Fund Management
Delegate investment decisions to our expert team while you focus on client relationships.
The #1 Advisor Toolkit
Our Discretionary Fund Management (DFM) service enables extraordinary investment options without borders. We provide financial advisors with a comprehensive toolkit to deliver exceptional investment outcomes for their clients.
With Stem DFM, you can focus on what you do best — building client relationships — while we handle the investment management, portfolio construction, and ongoing monitoring.
- Model portfolio suites
- Custom portfolio construction
- Active asset allocation
- Risk-managed solutions
- Regular rebalancing
- Comprehensive reporting
DFM Benefits
Why advisors choose Stem DFM.
Time Efficiency
Free up your time to focus on client acquisition and retention while we manage the investments.
Expert Management
Access to our team of experienced portfolio managers and investment analysts.
Scalability
Grow your practice without increasing your investment management workload.
Compliance
Robust compliance framework and regulatory oversight built into every portfolio.