Investment Management

Investment Management

Why should you hire an Investment Advisor?

An investment advisor can help increase the profitability of your 401(k), IRA or brokerage accounts. According to a study by Vanguard, investment management by an advisor can potentially add about 3% in net returns to a client’s investment portfolio. This can be done through a combination of low-cost portfolio construction, rebalancing, tax efficiency, and behavioral coaching.

If any of this resonates with you, allow us to take the weight off your shoulders.  Our investment advisors can help you achieve your financial goals. Pursuit of that ideal investment portfolio can be stressful.  Let us help you on this path. 

Why hire District Capital for your Investment Management needs?

Investment Advisor
Investment Management District Capital Management

What You Get

Our Investment Philosophy

Investment Philosophy

Investment Management Pricing

Annual Advisory Fee

  • Assets Under Management
    Annual Fee / Rate (%)
  • First $1,000,000
    1.00%
  • Next $4,000,000
    0.85%
  • Next $5,000,000
    0.50%
  • Assets Above $10,000,000
    0.35%

*District Capital generally imposes a minimum account size of $200,000 for establishing a relationship, which may be reduced at the sole discretion of the Advisor.

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10 KEY QUESTIONS TO ASK A FINANCIAL ADVISOR

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questions to ask a financial advisor