Alternative investing, as simple as a mutual fund.
DAI Advisors — short for Dependable Alternative Investments — gives investors access to the best funds across private equity, private debt, real assets and hedge funds, with the rigor, tax efficiency and dependability you expect from a fiduciary built entirely around alternatives.
Our Vision & Mission
Make alternative investments as simple as trading mutual funds.
Affordable, effective and dependable access to alternatives — for as many investors as possible.
The firm at a glance
An independent fiduciary built entirely around alternative investments.
~$350M
Assets under management
270
Client households
370
Funds covered
864
Fund sponsors
~100%
Alternatives focus
Est. 2019
Independent fiduciary RIA
As of June 2026. Figures are firm statistics, not investment performance.
Why alternatives?
The traditional 60/40 portfolio is under pressure. Alternatives offer a different path.
Real diversification
Beyond the traditional 60/40, which fell about 15.6% in 2022.
Simpler valuation
Driven by fundamentals, not market psychology.
Lower volatility
Private markets carry roughly a third of public-market volatility.
Higher potential
A liquidity premium over public equities.
The DAI idea: an index of the best funds
Public investors buy an index of the best companies. We do the same for alternatives — across four asset classes.
Public market
S&P 500 Index
Best companies, 11 sectors
→
DAI · private market
Best funds in each class
We fixed what makes alts hard
Alternatives have been operationally broken. Our proprietary platform pairs connected operations with disciplined fiduciary oversight.
The old way
- Six parties coordinating by email, phone and fax
- Delays and errors in marks, titles, share classes and prices
- No credible data, analytics, due diligence or ratings
The DAI platform
- Connected workflow across all six parties
- Proprietary data, analytics and due-diligence tools
- Disciplined review: daily, weekly, monthly and quarterly
- Tax-efficient construction (loss harvesting, 1031, DST)
Meet George Dai, the pioneer behind DAI
A research scientist for more than two decades at Johnson & Johnson with 87 US patents and a background in AI and optimization, George founded DAI Advisors in 2019 to bring institutional-grade rigor to alternative investing. Today the firm is an SEC-registered fiduciary and one of the few practices focused entirely on alternatives.
See alternatives a simpler way.
Ranked #5 in AdvisorHub's 50 Solo Advisors to Watch in 2026
Disclosure