D&G Financial Group
Investors

Everything You Need To Decide.Then A Conversation.

The DG Diversified Evergreen Fund is open exclusively to verified accredited investors and family offices. This page explains what you receive, how verification works, and what happens after, so you know exactly what you are stepping into before we ask you for anything.

What You Get

Everything You Need
To Make A Decision.

Via Portal
Investor Overview
The full D&G Financial Group investor presentation. Fund overview, market thesis, team credentials, investment strategy, and return structure. Available for download in the investor portal after onboarding.
Upon Request
Private Placement Memorandum
The complete legal offering document. Full fund terms, risk factors, subscription agreement, and fund governance structure. Sent directly by our IR team to verified accredited investors.
Scheduled
Investor Relations Call
Every submission receives a direct follow-up from our investor relations team. Vincent Butta, Chandler Wheeler, or Jason Householder will personally walk you through the fund and answer every question.
How Access Works

Three Steps.
No Surprises.

01
Verify Your Accreditation

Complete the short questionnaire below. 506(c) requires the fund to confirm accredited status before sharing offering materials. It takes a few minutes and unlocks everything that follows.

02
Review The Materials

Once verified, you receive the Investor Overview and the full PPM. Review with your attorney and advisors on your timeline. Our IR team is available for every question along the way.

03
Decide On Your Terms

If the fund fits your portfolio, subscription documents are executed digitally through the portal. If it does not, no pressure, no follow-up drip. A clear yes or a clean no.

Begin

Ready When
You Are.

The questionnaire takes a few minutes and confirms your eligibility under 506(c). A member of our investor relations team follows up personally, a real conversation, not an automated sequence.

Prefer to start with a person instead of a form? Reach out directly below, or schedule an introductory call.

Accredited Investor Questionnaire

Submit to connect with our investor relations team and access fund materials.

Submissions route to ir@dgfinancialgroup.net · Your information is kept strictly confidential.

Direct Lines
Vincent Butta
Investor Relations · New York
vbutta@dgfinancialgroup.net
Chandler Wheeler
Investor Relations
chandler@dgfinancialgroup.net
Jason Householder
Investor Relations
jason@dgfinancialgroup.net