Davis Capital Management has wanted to help those who have just started investing, the children of our clients, as well as other young individuals for quite some time; however, with a growing firm, our minimums for comprehensive wealth management have also grown.

For those whose investments portfolios are less than $500,000, the DCM Simplicity Portal offers the opportunity to embark on your investing journey.

Why would you want to open an account through our DCM Simplicity Portal?

  • The minimum investment amount to open the account(s) is $5,000
  • Open an account with only seven steps and begin investing in minutes
  • Differing allocation models based on your risk tolerance
  • Access to online account performance on any device
  • Automated investment management at a low cost of 1.5% with no additional fees of any kind
  • Access to a team of financial professionals

What kind of account(s) does the DCM Simplicity Portal Offer?

  • Individual Brokerage
  • Joint Tenant with Rights of Survivorship
  • Tenants in Common
  • Community Property
  • Custodial
  • Revocable Living Trust
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • Inherited IRA

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