Investment Philosophy
We believe the financial markets are dynamic, and that long-term investment strategy must be flexible and adaptive, just as the markets are. DVCM seeks to utilize all investment styles as they are useful and relevant, and avoid the myopic limitations of any single method. At the heart of our investment philosophy lies the conviction that equities (stocks) are the best vehicle for enhancing wealth over time.
Investors with a long-term investment view of the capital markets, and with the corresponding financial and emotional staying power should, we believe, own significant positions in select equities.
However, many prefer a balanced approach using both stocks and fixed income instruments, often tax-exempt or government securities. Creating and maintaining custom, individualized portfolios in accordance with the specific preferences, risk profiles, and financial needs of our clients is the core of our expertise.
