What We Do
We are a boutique asset management firm focused on delivering outstanding returns to our
clients regardless of market conditions. Our flagship offering is a multi-strategy fund designed
to offer what we feel is an ideal “all season” portfolio. It’s comprised of a variety of investments,
tailored to generate revenues or appreciation in Expansionary or Recessionary and Inflationary
or Deflationary economic environments. By taking a pragmatic approach to investing, we believe
we can deliver outsized risk adjusted returns in up down or sideways markets.
Diversified Capital Management was founded on the principal of being different from the Status
Quo. This endeavor was launched like many other endeavors; we saw very real problems with
how the wealth management business was run. Particularly in regards to how investor money
was managed in a way that seemed to incentivize excessive risks and didn’t appear to have any
real plan for when an investment didn’t work out. Of course such investing ultimately leaves
clients holding the bag if and when investments fail. We believe we can do a better job, both for our
investors and the investment professional community.
As you might guess, our mission is to provide superior risk-adjusted returns compared to what
can be found in traditional benchmark investments. We pay special attention to the risk side of
the equation, that’s why since inception our volatility is amongst the lowest in the industry.
In addition to providing the best investment offerings in the business, we expect to have the
best service in the industry as well. We treat our customers like we’d expect to be treated and
we treat their investments like they’re our own. That’s why our capital is always on the
line right next to theirs.
Pragmatism always trumps idealism. Despite the bull-market since 2009, at DCM we have not
forgotten that markets do in fact trade down. It will forever be a part of our philosophy to have a
risk-management plan in place for recessionary & deflationary market environments. That’s why
our portfolio always generates substantial revenues even when the assets it holds are depreciating.