# DBS Investment Advisers

DBS Investment Advisers is a Bank / Wealth / Trust based in Bay City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bay City, United States
- **Region:** North America
- **Address:** Bay City, MI, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** dbsinvestmentadvisers.com
- **LinkedIn:** linkedin.com/company/the-dbs-companies

## Regulatory record

- **CRD number:** 123283
- **SEC file number:** 801-116815
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123283

## About

DBS Investment Advisers is an SEC-registered investment adviser in BAY CITY, MI, registered since 2019. The firm manages approximately $280 million in regulatory assets. It has 8 employees and 5 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## Questions

### How does DBS Investment Advisers build client portfolios?

The firm constructs portfolios using fundamental analysis, blending individual securities with mutual funds. Equity allocations emphasize large-cap US stocks, while fixed-income sleeves draw from government, municipal, and investment-grade corporate bonds. The investment committee oversees all allocation and selection decisions.

### Does DBS Investment Advisers act as a fiduciary?

As a registered investment adviser, the firm operates under a fiduciary standard, obligating it to prioritize client interests. It is not structured as a broker-dealer, which means its compensation model is fee-based rather than commission-driven — reducing product-sales conflicts common among hybrid advisory firms.

### What types of clients does DBS Investment Advisers serve?

The firm serves individuals, trusts, retirement plan sponsors, and small institutions. Its client base is concentrated in the Great Lakes region, with a focus on long-term, risk-adjusted portfolio management.

### Does DBS Investment Advisers manage alternative investments?

Public disclosures describe portfolios allocated primarily to equities, fixed income, and cash equivalents. There is no indication the firm manages private equity, venture capital, or direct real assets, keeping its strategy within traditional liquid markets.

## Related profiles

- [DBS Group Holdings](https://altss.com/profile/dbs-group-holdings-dbs)
- [Dearborn National Life Insurance Company of New York](https://altss.com/profile/dearborn-national-life-insurance-company-of-new-york)

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Last updated: 2026-06-03T20:00:00.000Z

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