Investment Advisory Services

Asset allocation—the way in which a portfolio is allocated across stocks, bonds, and cash/equivalents—can have a big impact on overall returns. And returns can make the difference between achieving your goals within your targeted time frame—or having to postpone your plans.

That’s why it’s so important to have professional investment advice from experienced advisors. Through DMKC Advisory Services, LLC, we offer a variety of asset allocation programs to meet our clients’ needs.

Anchor asset management program

A mutual fund and ETF program offering strategies managed by our seasoned investment team
Client partners with their DMKC Advisory Services advisor to evaluate their needs; then a portfolio is selected that aligns with their objectives
Quarterly performance reports to keep you informed of your account’s results
Regular monitoring and periodic rebalancing provided by our dedicated, local investment team

Atlas asset management program

An open-architecture program offering a fully customizable portfolio
Can incorporate mutual funds, ETFs, common stocks, preferred stocks, and individual bonds
Flexibility to have a fully advisor-managed portfolio or to partner with your advisor to tailor your own strategy

Nonprofit and institutional programs

An innovative approach designed for the unique dynamics of a multi-member nonprofit board
Low-cost, index-based strategy avoids many of the common groupthink pitfalls
Ability to incorporate a bond ladder for predictable fixed-income management
Learn more about our nonprofit investment services

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