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 is a small independent registered investment adviser that serves individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, trusts, estates, and business entities. The firm provides asset management, financial planning and consulting (project or ongoing), and retirement plan advisory services to plan sponsors, and the brochure notes it currently has no assets under management. The firm’s investment process uses a mix of fundamental and technical analysis alongside modern portfolio theory to build diversified portfolios and pursue long‑term, short‑term, income, or hedging strategies as appropriate to client objectives. Recommendations are tailored to each client’s Investment Policy Statement, and asset management is conducted on a non‑discretionary basis with account reviews at least annually and more frequent monitoring for retirement plans. Distinctive aspects highlighted in the brochure include that certain associates are licensed insurance agents who may receive commissions on insurance product sales (a conflict of interest the firm discloses) and that the firm provides retirement plan consulting to plan sponsors—conducting in‑depth fund selection, ongoing monitoring, and acting in a 3(21) fiduciary capacity in some engagements. The brochure also states the firm does not participate in wrap fee programs, does not charge performance‑based fees, and permits clients to direct brokerage and custodial relationships.

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.