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?

Strong investment team. We have two CFA charterholders. The CFA designation is the most highly recognized designation for investing. District Capital’s two partners meet with fund managers across the country on a regular basis, and can more timely identify investment opportunities and risks. Our investment advisors serve as a fiduciary - we act in your best interest.
Rigorous investment analysis. Our investment management recommendations are informed by thoughtful analysis of current market conditions. We read investment white papers and reflections of thought leaders. We look at the math of various asset class return projections. We primarily use low-cost ETFs, but at times employ active funds when there’s a compelling case to do so.
Top-notch service. Have a question regarding your investment portfolio? We typically respond within 2 business days. Having trouble accessing your portfolio statement? We’ll send them to you in a secure manner. Read something in the news about an impending market crash or new investment opportunity? We’ll be glad to discuss any concerns with you and share the data we have.

What You Get

Our Investment Philosophy

YEAR 1

Our Investment Management Process

START HERE

Discovery Call

Schedule free 30-min video call to discuss your goals, concerns, and see if we are a good fit.

BECOME A CLIENT

Onboarding & Setup

Sign contract
Answer risk tolerance survey
Discuss behavior during past market downturns
Discuss your goals
Discuss unique requests (e.g. green funds)

PLAN

Investment Policy Statement

Discuss proposed investing strategy
Discuss risk/rewards of each proposed investment

INITIATE

Logistics

Open account with Goldman Sachs (our custodian)
Transfer money to new Goldman Sachs account

BUILD

Construct Portfolio

Implement investment strategy

REFINE

Monitor & Rebalance

Accounts optimized as market conditions change

Investment Management Pricing

Annual Advisory Fee

Assets Under Management
Annual Fee / Rate (%)
$0 to $100,000
$1,000
$100,001 to $1,000,000
1.00%
$1,000,001 to $5,000,000
0.85%
$5,000,001 to $10,000,000
0.50%
Above $10,000,001
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.