Fee-Based Asset Management Services
DB&C Advisors offers fee-based financial planning and investment management services. When managing assets on a fee-basis, our compensation is tied to how well we meet your stated financial objectives over time. This not only makes us accountable to you, but aligns the advice we provide with your stated objectives.
Importance of fiduciary guidance
Through a fee-based approach to investment management, as your investments increase in value, so will our compensation. We believe this approach puts the incentive where it belongs—on the long-term performance of your investments. This enables us to:
Maintain objectivity throughout the planning and investment process.
Serve you in a fiduciary capacity, placing your best interests first as we seek to make the best recommendations for you, based on your individual needs and circumstances.
An emphasis on due diligence
LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of well known industry talent to select among in constructing your portfolio. The LPL Financial Research team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.
As independent advisors, we have access to an array of financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that may include:
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor's portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.