Company Information

"Help our clients focus their long-term investment goals by offering appropriate investment products and advice while demonstrating unparalleled customer service."  DMKC Advisory Services Mission Statement.

  

DMKC Advisory Services is a fee-based SEC registered investment advisor providing investment management services to a broad range of clients. DMKC Advisory Services is owned by its parent company D.M. Kelly & Company, an independent Iowa based brokerage firm. The company operates offices in Billings, Montana and Des Moines, Iowa.

We started our advisory business in order to expand our clients’ investment options.DMKC Advisory Services follows a fee structure based upon the value of the portfolio. Clients pay a reoccurring percentage, determined by the total assets under management. The type of accounts opened under our Advisory business are accounts with greater trade activity compared to our fixed-income, transaction-based portfolios and accounts that acquire mutual funds at net asset value. Our advisors have a fiduciary responsibility to act in the best interest of our clients and there is no incentive to increase the trade activity in these accounts.

Gary Lucas is the President and CIO of DMKC Advisory Services. He brings more than 20 yearsof financial industry experience to his clients. The firm focuses its research and due diligence efforts on finding moderate risk investment products that preserve principal, provide income and offer growth potential over time.

D.M. Kelly & Company, along with its subsidiary DMKC Advisory Services, uphold a conservative investment philosophy. Both share a common goal of helping clients with their long term investment objectives via unparalleled advice, products and customer service.