Wealth management can be complicated, and requires balancing risk with ambition and ambition with reality. Our experienced Asset & Wealth management team works closely with clients and managers to ensure the creation of highly-tailored strategies that reflect a client’s requirements.
DCM Advisors, LLC (DCM) is an SEC registered investment advisory firm based in New York City. DCM provides asset management and wealth advisory services to institutions, registered investment advisors, family offices and high net worth individuals. Additionally, DCM is affiliated with Lisanti Capital Growth, LLC (Lisanti), a WBENC-certified woman-owned and managed SEC registered investment advisor specializing in small and small/mid-cap (SMID) growth equity investing.
All of DCM’s investment teams have extensive market cycle experience, and an investment approach based on fundamentals, which generates unique insights, with strong convictions, supported by a portfolio investment process that is optimally diversified and risk-managed.
Whether clients’ goals are 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 created for their specific requirements and DCM’s wealth advisors conduct regular peer reviews of each client’s portfolio to ensure that the client is receiving appropriate and effective investment advice.
