Whether clients’ goal is to construct an equity, fixed income or balanced portfolio, our wealth advisors help clients define their wealth management objectives and then design a customized portfolio strategy to achieve them. The key aspect of a DCM wealth advisor relationship is a thoroughly integrated strategic thought process based on a complete view of your financial picture, wherever accounts are held. We do not employ a cookie cutter approach. Each client’s investment plan is customized and DCM’s wealth advisors conduct regular peer reviews of each client’s portfolio to assure that the client is receiving appropriate and effective investment advice.
We make every effort to be independent and objective in the advice that we provide. Importantly, each wealth advisor is highly motivated to “go the extra mile” on behalf of our clients.
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