Case Study

Disciplined Growth Investors (APX)

Advent allows better client service and mandate adherence at DGI.

Employee-owned RIA known for “high-touch” client service model added APX with Moxy and Advent Rules Manager to deliver a more seamless integration between portfolio management, client relationship management and reporting. As its name suggests, Disciplined Growth Investors attracts clients by following a highly disciplined investment process grounded in a long-term view, regardless of the prevailing winds of the market.