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Our firm is registered with the State of Iowa and our official address is in Montezuma. But we almost always meet our clients at a location that is most convenient for them. We also offer virtual meetings via Zoom.
We typically charge our clients based on a percentage of assets under management. This way, we make more when our clients make more. We also provide fee-only planning for clients who like managing their own investments.
Schwab Advisor Services and Altruist are our preferred third-party custodians that securely hold your investment assets and execute trades in your portfolio.
Click here for more information regarding the client onboarding process.
RightCapital is the technology that powers the DTCM Planning Portal.
Our investment in this technology helps us keep your personal financial plan up to date with tax and legislative changes.
Most of our clients prefer the simplicity of the DTCM Planning Portal to view their snapshot, balances, and holdings. If you need more details, we recommend accessing the appropriate custodian website via the Client Login menu.
Understanding the "alphabet soup" of our business is an important part of choosing an investment or planning partner. Advanced degrees and designations are one way to judge the experience and competency of a financial professional.
CFP®- Certified Financial Planner
The CFP designation represents the gold standard of our industry. It requires graduate-level coursework in six planning topics, and successfully passing a 12-hour comprehensive exam.
CIMA®- Certified Investment Management Analyst
The CIMA is an elite program offered by The University of Pennsylvania's Wharton School of Business, one of the most prestigious institutions in the country. It requires graduate-level coursework on campus, and successfully passing three comprehensive exams on topics such as portfolio construction, risk management, and asset allocation.
BBA and/or MBA- Bachelor's/Master's in Business Administration
Our founder and lead advisor earned a BBA in Finance from The University of Iowa's Tippie College of Business, and an MBA from the University of Northern Iowa's Wilson College of Business.
Advisory services and recommended securities offered by Diamond Trail Capital Management, a Registered Investment Adviser.
Not a Deposit | Not FDIC-Insured | Not Insured By Any Federal Government Agency | Not Guaranteed by any Bank | May Go Down in Value
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