A complete list of active advisors currently associated with Dpcm

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

The firm provides separately managed accounts and investment advice primarily to individual investors with a multi‑year horizon. It offers ad‑hoc financial planning guidance and annual financial planning guidelines but does not focus on accounting, tax, insurance, or estate planning services. The firm’s investment approach is to replicate the adviser’s long‑term personal portfolio across client accounts on a proportional basis, favoring conservatively financed, profitable, competitively dominant common stocks intended for multi‑year ownership. Accounts are managed on a discretionary basis and tend to be highly concentrated, with the firm discouraging contributions of funds that may be needed within five years. Distinctive features include an unusually large number of individual client accounts for a firm of its structure—approximately 270 client accounts and about $77 million in discretionary assets—an operational profile that is uncommon among independent advisors. The firm provides regular reporting (annual investment results versus the Vanguard Total Stock Market Index Fund, holdings updates, and annual operating results), requires clients to use a single custodian (Charles Schwab), and does not vote proxies on clients’ behalf.

To learn more about the advisors currently working at Dpcm, 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.