You deserve the freedom to build wealth without speculation or volatility. Instead of chasing the next big thing, you need investment strategies that prioritize your security, income, and growth.
A Landscape of Opportunity
From aggressive growth to income generation to maximum stability, we have a range of portfolios designed to fit your specific needs and risk tolerance.
SEQUOIA
Our most growth-focused strategy aimed at beating the market on a rolling 3-year basis.
This strategy is a balanced blend of our equity and fixed income strategies and seeks to produce a steady stream of income that increases every year.
INCOME BUILDER
With a strong emphasis on income, this strategy is designed to be our highest-yielding strategy and seeks to generate a reliable and increasing stream of income.
PRESERVATION OF CAPITAL
This fixed-income strategy is best suited for those that prioritize price stability over price growth, the main objective here is safety of principal.
We believe smart investing starts with a strong foundation. That’s why our investment strategies are built around three key principles. Each strategy highlights one or two of these principles, depending on what matters most to you. Whether you're focused on growth, stability, or cash flow, we tailor our approach to fit your goals.
Security
It’s important to safeguard your assets. We actively work to preserve your principle, with investment strategies built to lower risk.
Income
Our investment strategies are designed to offer potential sources of generous and consistent cash flow, aiming to support your financial needs with greater confidence.
Growth
We believe your investments should increase in value over time. We hand-pick stocks and bonds to fit your needs and goals.
Are We Right For You?
If you’re looking for a financial partner who puts your goals at the center of everything, we’d love to connect. At DCM, we take a thoughtful, client-first approach—built on listening and collaboration. Are you ready for a more personal, intentional financial experience?
If that sounds like what you've been looking for, let's start the conversation.
