A complete list of active advisors currently associated with Dotch Capital

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

Dotch Capital provides asset management, financial planning, and retirement-plan consulting to a range of clients, including employer-sponsored retirement plans, trusts, estates, corporations, and individuals. Services include continuous custodial account supervision across common security types (stocks, bonds, mutual funds, ETFs, REITs, and options) and written financial plans delivered on a project or ongoing basis. The firm combines fundamental and technical analysis with modern portfolio theory and may employ long- and short-term, income, and hedging strategies to align portfolios with client investment policy statements and risk tolerances. Accounts are managed in accordance with client-directed investment policies and, in practice, trading is implemented on a non‑discretionary basis that requires client affirmation before execution; financial planning and consulting are offered on a project or hourly basis. Notable operational features include retirement-plan advisory work that can include support as a 3(21) fiduciary and a documented process for selecting and continuously monitoring plan investment options. Certain associated persons are also licensed insurance agents who may receive commissions for insurance product sales (a disclosed conflict of interest), the firm is newly registered and currently reports no assets under management, and it charges standard percentage-of-assets fees while also offering hourly and fixed-fee planning arrangements that are less common among peers.

To learn more about the advisors currently working at Dotch Capital, 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.