Why use DCM?

We love what we do. We get our kicks from hearing clients say that have we served them well.

At DCM, we recognize there is no shortage of firms that would like to handle your investments. And, many of them are very good at what they do. That’s why we have made every effort to become experts in investing and retirement planning and to deliver individualized service at a level which will move our clients to refer us to their family and friends.

We are transparent. There are no secrets here. Nothing is hidden from you. You deserve to know exactly what we are doing for you, how we do it, and how we are being paid. We work closely with each client, personalizing their investments and our service to their needs and planning specifically for them and their family.

DCM is not appropriate for every client, and every client is not appropriate for us. Clients looking for quick returns, the hottest investments, the latest approach trying to outsmart the markets, or someone to entertain them with investment news would probably find us frustrating. We employ strategies that move our clients, and us, out of the world of trying to outguess the markets and into the world of investing in some truly great companies, then sharing in their prosperity.

Because DCM is a fee-only Registered Investment Advisor, we only prosper when you prosper. We currently manage over $360 million in assets for retirement plans, trusts, foundations, corporations, and individuals. For that work, we receive no commissions, only a fee that is based upon the amount of assets you invest with us.

We are not stock brokers and we are not financial planners.

We do not sell products. Unlike many larger financial institutions, our staff is never instructed to lead a client in one direction or another because it is more profitable to the firm. Everyone on our staff has their compensation tied, in the end, to one thing – your satisfaction.

On the same hand, we strive to never over-promise. We intend to make sure you are getting what we promise, you receive great service, you stay informed, and your investments get you to your goals.

What's it like to be a client? Click here to read about The DCM Client Experience