Dawkins

Our Mission

We empower families to make informed decisions, with updated meaningful data at their fingertips, for complete financial transparency.

Why Dawkins Advisory Group

    Robust Financial Reporting

    We partner with you to give you the insight you need, when you need it. We proactively integrate evolving analytics and risk reports.

    Aggregated Data

    We get to know your investments, stay up to date on performance and quarterback all operations working in tandem with your trusted advisors and investment partners.

    Outsourced Operations

    Whether you need an extension of your team or complete operations management, we have you covered.

    Custom Solution Integration

    Tailored workflows to meet your needs.

Specialize in supporting Family Assets

Our primary specialty is guiding families with assets between $100M-$250M.

For formed family offices exceeding $250M - we work in tandem with client operations team to manage key workflows

Proactive vs. Reactive model

Dawkins Advisory takes a proactive approach to ensure that the latest Addepar feature updates and organization best practices are implemented for our partners.

We collaborate and cross-track that any changes to your operations are executed across systems, documented, and modeled in your reports Specifically, we coordinate with legal, tax, accounting, investment & estate planning partners to provide cross-functional communication and assist in executing updates

Efficient workflows & expedited onboarding

Our templated, scalable workflows allow us to quickly develop a baseline for performance reporting and customization needs.

Formula backed attributes and API workflows for unparalleled customization possibilities

Dawkins Advisory works exclusively with Addepar. Our Addepar expertise is solely focused on implementing the latest feature updates and delivering evolving analytics and reporting.

Addepar's secure platform provides robust data aggregation, reporting, and customization capabilities that serve as Dawkins Advisory Group's foundation for building individually tailored workflows that meet families' unique needs.

Robust reporting, tailored to you

White-glove, industry leading financial reporting
Enriched data allows you to slice and dice portfolio for invaluable insights
Formula backed attributes for data driven results
Meaningful data at your fingertips for complete financial transparency
Target Allocation

Workflow Example - Asset Classification Automation

  • Dawkins Advisory Group’s series of custom formula-backed attributes take Addepar 3rd party data (Morningstar, SIX, ICE) to automatically assign asset class and sub-asset classifications based on industry best practices
  • Automation of manually managed, offline, Alternatives classifications using formulas
  • Ability to override any formula backed designation (Additional customization can be specified to override specific positions for holding specific deviations.)
  • Recurring Audits of Asset Classification Unknowns to ensure data integrity

Dawkins Advisory Sample Reports

Target Allocation
Performance Overview
Performance Contribution
Performance by Custodian