DC & Associates

Overview

DC & Associates operates as an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm focuses on individual and family clients, offering portfolio management for individuals and small businesses alongside financial planning and the selection of outside managers. It also functions as an insurance broker, which aligns with its use of insurance products in client portfolios. Fee arrangements include both a percentage-of-AUM model and fixed fees. The firm identifies itself as a capital allocator rather than a pure do-it-yourself manager and does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives