advent.com | info@advent.com Advent allows better client service and mandate adherence at DGI 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. The firm prides itself on “high-touch” service to keep clients informed and happy— a practice made easier by the client management and reporting capabilities in Advent Portfolio Exchange (APX). “On the client service side, APX has been very useful for us,” says Sheri Lietzke, Director of Client Relationships. “It’s a great way for us to put the intelligence we have on our clients in one place for the whole team to see. If someone other than a client’s original contact takes their ca

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