Disclosures

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Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives.

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Past performance is no guarantee of future results. Although DCM may take efforts to mitigate risks, certain risks cannot be eliminated or controlled and there are no guarantees that any risk management strategies or investment strategies implemented will be successful notwithstanding such efforts to mitigate risk.

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DCM is an SEC registered investment advisor under the Investment Advisers Act of 1940 (“Advisers Act”). Registration does not imply a certain level of skill or training. Under the Advisers Act, Rule 204-3 requires DCM to provide clients with specific information about the advisory firm. DCM offers its Form ADV, Part 2 by calling DCM to serve this important purpose. Investors can acquire information on the registration status of DCM and request a copy of DCM’s Form ADV, Part 2 by calling DCM directly at (917) 386-6260 or visiting the SEC’s website at www.adviserinfo.sec.gov.

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DCM is a wholly owned subsidiary of Dinosaur Group Holdings, LLC.

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The opinions expressed herein are those of DCM Advisors, LLC (“DCM”) and are subject to change without notice. It should not be assumed that the investment recommendations or decisions we make in the future will be profitable. All investment strategies have the potential for profit or loss. Information was obtained from third party sources which we believe to be reliable but are not guaranteed as to their accuracy or completeness.

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On 8/1/21, the Markston U.S. Large Cap Value strategy moved to DCM's platform from Markston International.  Therefore, performance of this strategy prior to this date was managed at another entity.  James Mulvey and Andrew Sidoti have been primarily responsible for all performance stated in this presentation.  

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Markston International, LLC claimed compliance with the Global Investment Performance Standards (GIPS®) through July 31, 2021. A firm-wide verification was performed by Ashland Partners & Company, LLP from April 1, 1981 through December 31, 2016 and by ACA Performance Services, LLC from January 1, 2017 to December 31, 2020.

DCM Advisors Institutional claimed compliance with the Global Investment Performance Standards (GIPS®) through December 31, 2019. A firm-wide verification was performed by ACA Performance Services, LLC from September 1, 2017 through December 31, 2019.

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Returns are presented gross of investment advisory fees, broker and other commissions, and any other expenses that a client would have paid or actually paid. Returns will be reduced by such fees and expenses.  For example, a 0.50% annual fee deducted quarterly (0.125%) from an account with a ten-year annualized growth rate of 5% will produce a net result of 4.4%. Actual performance results will vary from this example.

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