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

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

DP Capital Management provides discretionary portfolio management and, when requested, stand‑alone financial planning and consulting to individuals, families, trusts and various retirement plans. The firm reports $37.6 million in assets under management across a small client base and maintains a negotiable account minimum (generally $500,000). The firm tailors portfolios to each client and uses a mix of fundamental, technical and cyclical analysis, with a primary emphasis on long‑term purchases while retaining the ability to use options, warrants and foreign securities as appropriate. Clients receive ongoing oversight including quarterly written statements and letters with holdings detail and a market commentary, and the firm will honor client requests to exclude particular securities or security types. Compared with many solo independent advisers, the firm accepts retirement plan accounts and offers proxy voting and issuer‑communication services on behalf of clients, and it is structured as a fee‑only adviser that does not accept third‑party compensation. As a small, single‑advisor practice, it also permits a wide range of investable instruments (including partnership interests in real estate or energy-related securities) and allows clients to choose their custodian while the firm recommends custodians based on service and execution factors.

To learn more about the advisors currently working at DP 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.