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Eduardo Repetto and Pat Keating of Avantis Investors share how they started and grew Avantis, speak more about the company's investment approach and how they're working with DPL to create innovative investment solutions. 
 

In this one-on-one interview, Founder and President of MarketCounsel, Brian Hamburger, and DPL's Founder and CEO, David Lau, discuss best-practices during the pandemic, ways to remain a leader in the industry, and what's currently trending with Breakaway firms.

Colin Savage from one of DPL's investors, Atlas Merchant Capital LLC, shares his thoughts on macro trends in the advisory & insurance industries, why Atlas got behind DPL's vision and business model, and the role technology will play in retirement planning moving forward.

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©2022 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.