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Conserve, Secure, and Plan For Success.


Our team of financial professionals serves the wealth and investment management needs of families and institutions seeking customized solutions tailored to their specific goals.

Who We  Serve

Individuals and

We provide a bespoke structure and draw a holistic picture to assist you in navigating fluctuating market conditions and tap new possibilities to manage wealth.

Family Offices

Family offices in need to leverage institutional-quality assessment and portfolio management capabilities.



 The DCA team seeks suitable returns for you through innovative investment strategies that can include active and passive strategies and alternative investments. 

Private Family Foundations

Our organization of experts collaborates with our clients and their advisors to become a prolongation of their families by delivering high-quality services, results, and advisory expertise.

The art is constructing the optimal risk-adjusted portfolio for our investors based on their goals for themselves and their families.

Cody Lummus

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