Our investment management is designed for professionals and entrepreneurs in their 30s and 40s who want a strategy aligned with their goals, and an advisor who helps them stay focused through market cycles.
We serve clients across Washington, D.C., Maryland, and Virginia, and nationwide through our virtual model. If you want a portfolio you can feel confident in (without reacting to every headline), we’re here to help.
Investment management may be a great fit if you:
If any of this sounds familiar, you don’t have to navigate it alone. We’ll simplify the process and help you build a portfolio aligned with your goals, timeline, and comfort level.
Schedule free 30-min video call to discuss your goals, concerns, and see if we are a good fit.
*District Capital generally imposes a minimum account size of $400,000 for establishing a relationship, which may be reduced at the sole discretion of the Advisor.
Investment management includes building and maintaining a diversified portfolio aligned with your goals, timeline, and risk tolerance. We monitor your portfolio, rebalance as needed, and adjust the strategy over time. When appropriate, we integrate tax-aware strategies to help manage the tax impact of investing.
Investment management focuses specifically on how your money is invested. It typically involves portfolio design, asset allocation, rebalancing, tax efficiency, and risk management.
Wealth management is broader. It typically includes investment management plus financial planning, tax strategy, retirement planning, estate coordination, and ongoing advice.
At District Capital Management, we don’t treat these as separate silos. Our investment management is designed to support your overall financial plan, not exist in isolation. Your portfolio is built around your goals, timeline, and tax situation.
Financial planning creates a strategy for your entire financial life, including goals, a retirement timeline, savings targets, taxes, benefits, and key decisions.
Investment management implements and maintains the investment strategy, including portfolio design, investment selection, rebalancing, risk management, and tax-aware investing.
In simple terms, financial planning is the plan; investment management is the portfolio execution.
At District Capital Management, our investment management is guided by your financial plan. Your portfolio is built and managed to support your goals, timeline, and tax situation.
Our approach is long-term and disciplined, grounded in diversification and evidence-based investing. We focus on building a strategy you can stick with through market cycles rather than chasing short-term trends or attempting to time the market.
Yes. For eligible accounts such as IRAs and brokerage accounts, we can manage investments directly. This helps keep your portfolio aligned with your plan and reduces the day-to-day burden of making investment decisions.
Your assets are held at a third-party custodian (Goldman Sachs) in an account under your name.
Our role is to manage the investments and make trades on your behalf, always with your permission and oversight.
Yes. Employer plans are often a major part of your strategy. Even when we can’t trade inside the plan directly, we provide allocation guidance, fund selection strategy, and contribution recommendations to help your 401(k) align with your overall plan.
Yes. Depending on your situation, we may use strategies such as asset location, tax-loss harvesting, and retirement account optimization to help improve tax efficiency. The specific strategies we recommend depend on your goals and personal circumstances.
Yes. We offer ESG and values-based investing options for clients who want their investments to reflect what matters most to them.
This may include considerations such as:
We incorporate these preferences thoughtfully, balancing values with diversification, cost, and long-term performance rather than using one-size-fits-all ESG portfolios.
We charge a transparent, percentage-based fee on assets we manage. This fee is typically 1% or less. Your exact fee is discussed clearly upfront, so there are no surprises.
Our investment management services are designed for professionals with growing wealth and increasingly complex financial lives.
Most clients who engage us for investment management typically have investable assets of $400,000 or more and a need for integrated planning and tax-aware investing.
If you’re unsure whether you’re a fit, we’re happy to talk through your situation.
Some people can manage their own investments, especially early on. The challenge usually isn’t choosing a good fund; it’s:
Most of our clients come to us not because they can’t invest, but because they want a professional, fiduciary partner to help them invest smarter, reduce costly mistakes, and free up time and mental energy.
Schedule a free discovery call. We’ll review your goals and current portfolio, explain our investment approach, and recommend whether investment management, financial planning, or both makes the most sense.
Once a month, we send out financial tips and strategies to help you invest smarter, lower your taxes, and grow your wealth.
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