DCM at a Glance
As a nation-wide independent, fee-only firm, DCM manages $1.037 billion1 in assets for individuals and institutions. We offer a range of financial planning services including retirement income projections, social security strategies, charitable giving, wealth transfer, and income tax guidance.
We are retirement income specialists, and we have Certified Financial Planner™ professionals on staff. Our experience and tools enable us to help our clients make appropriate decisions regarding the various aspects of their financial life.
Retirement Focused Plans
Our plans and portfolios are strategically designed for people who will need dependable and growing income in retirement.
Dividend Paying Stocks
Growing dividends help lower risk and increase market value2. We invest our clients in companies which routinely increase their dividends.
Since our founding in 1995, our Endowment Cornerstone strategy has consistently outperformed its benchmark…with less risk3.
Uniquely Qualified Staff (meet our team)
Each of our Senior Portfolio Managers have run businesses. They understand how to evaluate companies like few advisors do.
The reason Donaldson Capital Management exists (our mission and purpose):
As we are led by God’s grace, we will walk alongside those we serve, guiding them to wise financial decisions. It is our intent to earn our clients’ trust through a passionate commitment to great service and financial expertise. We expect that our clients will come to appreciate DCM to the point that they will eagerly refer us to those they care most about.
1 As of January 15, 2015
2 DCM 20 Year Dividend-Price Multiple Regression Model
3 Benchmark: 50% S&P 500 Index / 50% Citigroup Broad Investment-Grade Bond Index
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.