Invested in Your Mission

Your organization has a meaningful impact on the community and we’re committed to helping you sustain it. We don’t just manage investments; we provide mission-aligned investment advice specifically for nonprofits. We want to help you build a strong financial future, so you can focus on making a difference.

 

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Investment Management & Performance Evaluation

Our investment strategies are built to reduce risk and maximize returns for organizations like yours. We carefully construct portfolios that promote what you need most—security, income, and growth. 

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Organizational Financial Planning

A steady investment strategy is just the start. We take it further. We break down your non-profit’s cash flow needs and use proven financial strategies to keep your mission moving forward while reducing unnecessary risk.

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Donor Education

Through education on tax-efficient giving strategies, we make it easier for your donors to align their generosity with your mission. The right plan benefits both the donor and the organization—maximizing the financial benefits of giving while creating a lasting impact. 

Your Mission. Your Plan. Our Guidance.

Your Organization’s Mission & Goals

Your Organization’s Mission & Goals

Your goals and mission are critical to your success. We make it a point to understand what you need as we prepare our proposal, so your organization can continue to make an impact in the years to come.

Onboarding & Transition Plan with 1-on-1 Support

Onboarding & Transition Plan with 1-on-1 Support

You aren’t alone when the decision is made. We actively support you and your team ongoing with streamlined paperwork, documentation, reporting, and account access. 

Organizational Financial Planning

Meetings & Reporting

Your advisor team will be available to attend meetings as needed, advise on your organization’s Investment Policy Statement, and provide for your custom reporting needs.

We're here to help. Reach out anytime to explore your options.

We'd love to hear from you.

General FAQs

Are you a fiduciary?

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Yes. DCM has a fiduciary responsibility, meaning that we are always focused on your best interests. We are in your corner.

What should I expect in fees?

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One clear fee—no hidden costs. It covers both investment management and financial planning, based on the market value of assets under our care.

Are there any stress tests performed on the financial plan to determine likelihood of success?

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Yes, we conduct stress tests on your organization’s financial plan to evaluate how it would perform under challenging scenarios such as market downturns, unexpected costs, or shifts in funding. This helps ensure your plan remains resilient and aligned with your mission, even in uncertain times. 

Is the financial plan firm once it is built or can it change?

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Your financial plan is designed to evolve. As your organization’s goals or circumstances shift, we’ll revisit and adjust the plan to keep it aligned with your long-term vision.

What happens once our financial plan and investments are in place?

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Once your financial plan and investments are in place, we don’t just set it and forget it. We stay connected with you, reviewing your plan regularly and making updates as your goals and mission evolve.

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