A complete list of active advisors currently associated with Dewitt Capital Management LLC

Warmer can help you find a great advisor at Dewitt Capital Management LLC or one who fits your needs even better.

DeWitt Capital Management provides personalized, confidential financial planning and investment management to individuals, trusts and estates. Advisory services described in the brochure include determination of financial objectives, cash-flow and tax planning, insurance review, education funding, retirement and estate planning, and implementation of investment recommendations. The firm operates on a fee-only basis and does not accept commissions or sell commissioned products, managing accounts on a discretionary basis under client-approved investment policy statements. Investment implementation may include no-load or low-load mutual funds and ETFs, individual equities and bonds, and—when appropriate—options, margin or other trading strategies, with analysis that can draw on fundamental, technical, charting and cyclical methods and periodic portfolio reviews with quarterly reporting. Noteworthy aspects of the firm include a practice of reviewing clients’ broader financial affairs (often extending to children), weekly account monitoring, and reliance on limited power of attorney to execute discretionary trades on behalf of clients. The brochure also highlights independent custodial arrangements (the adviser does not act as custodian), a written code of ethics, and an explicit refusal to use performance-based fees.

To learn more about the advisors currently working at Dewitt Capital Management LLC, 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.