Broker Check

Value added in working with DC Strategies

"The cynic knows the price of everything and the value of nothing"
- Irish playwright, Oscar Wilde

Value added in working with DC Strategies

Client Experience

  • Deliver accountability and accept responsibility.
  • Helping clients really know what they own.
  • Advocate on behalf of clients interest.

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Investment Knowledge

  • Performing due diligence on a wide variety of products.
  • Staying current on industry trends so that they don’t have to.
  • Deciding whether managed money or discretionary stock picking is better suited for a client.

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Administration

  • Dealing with complexity.
  • Minimizing paperwork.
  • Revealing the real fees and costs to financial products.

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