The DCM Client Experience

Although no two clients experience DCM in the same way, we’d like to describe the initial process of becoming a client and what to expect after that. It all begins with the Discovery Meeting.

The Discovery Meeting

Not everyone is right for DCM, as DCM is not right for everyone. One of the most rewarding decisions you will make is choosing the right advisor to help you meet your financial goals. No two investors fit into the same mold, nor are any two investors trying to reach the same destination. Rather, each client brings specific needs and unique goals, as well as personal investment philosophies to the table. At DCM, we wish to learn which things are valuable to you, your family, or your institution, and serve and meet those needs on an individual and case-by-case basis. We look to uncover these issues in the first of our meetings, the Discovery Meeting. During this first meeting, we seek to learn all of the relevant personal and financial information that will help us accurately assess your financial situation.

The Investment Plan Meeting

Once your personal situation and your objectives are understood, a DCM Portfolio Manager will layout a detailed investment plan showing how we would invest the assets in your portfolio if you were a DCM client. During this time, you will undoubtedly have other financial types of questions which we will either address, or call in other professionals (i.e. attorneys, accountants, insurance agents, etc.) for assistance. If at the end of the meeting we are in mutual agreement that DCM is the best choice to help you meet your financial needs and goals, we would consider it a privilege to welcome you to the DCM Family.

Progress Review Meetings

Once a client, there will undoubtedly be more questions. For many new DCM clients, we are proposing a new way to invest assets entirely. Along with that, many media and major news corporations will always give us reasons to worry, and issues to concern us. Therefore, we have found that about 45 days after becoming a client, a progress review is very helpful for new clients. At this time we will discuss the progress made on the portfolio, as well as address any questions or concerns that you may have. Since there is generally a lot of paperwork involved in selecting and/or changing a financial manager, we find that this is also a good time to help make sure you have everything you need and make sure it’s well organized. During the 45-day Progress Review, we will outline the next steps to be taken, and agree upon regular meeting times for our future reviews. These regular meetings will be used to review changes that have been made to your investments, changes that have taken place in your life that would affect what DCM does for you, and the progress being made toward your financial goals.