A complete list of active advisors currently associated with Digiorgio Capital Management, Inc.

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

The firm provides investment management to individuals and also to corporations, trusts, and pension plans, delivering portfolios aligned to each client's suitable level of risk. As of January 1, 2024 the brochure reports approximately $42 million in assets under management across about 220 client relationships. Its investment approach is conservative and primarily uses large-cap mutual funds and equities, U.S. Treasuries or bond funds for stabilization, and a buy-and-hold posture while generally avoiding speculative investments. Portfolios are managed on a non‑discretionary basis, reviewed monthly, and clients are notified and consulted before changes are implemented. This firm is notable among peers for a high client count per advisor while operating in conjunction with an affiliated accounting practice that provides accounting, payroll, tax preparation, and retirement-planning services; the principal allocates time between the two businesses. The brochure also notes the adviser receives no commissions, acts as a fiduciary, and has limited custody only to the extent advisory fees are deducted by the custodian.

To learn more about the advisors currently working at Digiorgio Capital Management, Inc., 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.