Every Journey Is Distinct
Just Like Our Investment Strategies
Our 25 Year Journey - Habitat BuildFinancial freedom – Let's take it on together. Because it's not just where you're going, it's how we help you get there. And we take a practiced, steady path to help get you where you want to be, no matter the financial climate. Investing shouldn't be the adventure. Save that for your journey ahead.
Financial freedom – Let's take it on together. Because it's not just where you're going, it's how we help you get there. And we take a practiced, steady path to help get you where you want to be, no matter the financial climate. Investing shouldn't be the adventure. Save that for your journey ahead.
Our focus on security, income and growth – in that order – seeks to ensure your savings and your plan are always intact so you can live the life you want.
Security
We reduce risk and volatility by never touching your principal - safeguarding your largest asset.
Income
The power of the rising dividend allows us to seek sources of generous and dependable income, for the long term.
Growth
We believe in investments that increase in value each year and hand-pick each to fit your needs and goals.
Our Investment Cornerstone
We founded our equity investment strategy on dividends for several reasons. First, dividends help us determine a company’s financial health and true value. Second, they let us share in a company’s prosperity by paying us a portion of today’s earnings. Finally, they represent over 41%* of the market’s total return. For these reasons, we only invest in companies that pay generous dividends that have consistently increased, and are likely to continue to increase their dividends. With this approach, you can attain a reliable income with less worry about the current market conditions.
Actual Company Example *Data Source: Yahoo! Finance, 12/12/1995 - 12/31/2018.
Actual performance will vary; past performance may not be indicative of future results.
How We Help You Get There
As your partner, we work so your investment works for you, in the long term and the day to day. And as a fiduciary, we always put your interests above our own.
Wealth
Management
for Individuals
We can help you find financial freedom on your own terms. Learn how our emphasis on security, income and growth will take you where you want to be.
Learn MoreRetirement Plan Services
for Businesses
Together, let’s build a retirement plan that does the most for your business and your employees, by seeking to deliver dependable and generous results.
Learn MoreFoundations & Endowments
As shepherds for your investment, we will help your mission reach its potential with minimal risk.
Learn MoreStrength in Numbers
$2.1 BILLION
Assets managed by DCM for individuals and institutions as of 12/31/2020
14.2% ANNUALLY
Average yearly dividend increases over the last 10 years, as of 12/31/2018.
$21 MILLION
Withdrawn by clients from dividend and interest income without touching their principal this year
Established in 1995, we're celebrating 25 years dedicated to your journey
100 YEARS
Combined retirement advisory experience in our firm