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DCM  SIMPLICITY


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.

Open My DCM Simplicity Account

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
  • SEP-IRA
  • SIMPLE IRA
  • Inherited IRA

Open My DCM Simplicity Account