DCM provides comprehensive investment advisory services to high net worth individuals,
families and institutions both in the US and abroad. The firm has three decades
of expertise and investment experience in building and protecting a sound financial
legacy for its clients.
Customized Solutions
As an investment adviser we have the experience and flexibility
to provide tailored, objective wealth management solutions. Every client is different,
so each portfolio is designed to meet the unique financial needs and goals of each
individual.
Alignment of Interest
At DCM, we are here to serve our clients’ interests and only
our clients’. Our fee-only structure means that as our client, you are assured of
receiving qualified, objective recommendations for your specific goals.
Managing Complexity
We recognize that clients face sophisticated challenges. DCM
is intimately familiar with the complexity of managing wealth and offers the depth
of experience to provide customized solutions.
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At a Glance
- Founded as a Family Office in 1980
- Registered with the U.S. Securities and Exchange Commission
as a Registered Investment Adviser since 1997
- Fee-only Investment Adviser
- Privately owned
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