A complete list of active advisors currently associated with DC & Associates
Warmer can help you find a great advisor at DC & Associates or one who fits your needs even better.
DC & Associates is a small independent advisory firm that serves individuals, high‑net‑worth individuals, and businesses with ongoing portfolio management and financial planning. It advises primarily using mutual funds, ETFs, equities, fixed income and fee‑based annuities, and facilitates access to third‑party sub‑advisers through a turnkey platform. The firm documents client objectives in an Investment Policy Statement and generally pursues a long‑term trading approach while applying methods such as fundamental, technical, charting analysis, and modern portfolio theory. It provides discretionary management for ongoing accounts and can implement custom “Advisor as Strategist” arrangements for less diversified or tax‑sensitive mandates, typically using the platform and custodians it recommends. Notably, the firm’s principal is also a licensed insurance agent and the firm accepts compensation for the sale of insurance products, including annuities; the brochure discloses this potential conflict and the firm documents related recommendations. The firm also does not aggregate trades across client accounts and directs clients to specific custodians/platforms for managed accounts, practices that can affect execution and should be discussed when comparing advisory options.
To learn more about the advisors currently working at DC & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Grand Rapids, MI
| 23
|
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