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January 2012
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The Integration of Portfolio Management and Financial Planning
Dorato Capital Management, LLC (DCM) is a Registered Investment Adviser headquartered in Denver, Colorado. DCM provides asset management and investment planning to a variety of clients, with a minimum account size of $100,000. Through the use of separate accounts, DCM offers investment portfolios that are customized to meet the unique needs of its clients. DCM creates client portfolios utilizing value-based investment strategies.
This report explains more about DCM's approach to investing. Click on any underlined item below to be taken to that section; to read the entire article in line, click here.
Customized Portfolio Management
Investment Planning
Creating an Investment Policy
Client Portfolio Selection and Asset Allocation
Domestic Stock Focus
Controlling Investment Costs
The Costs of Investing
The Importance of Taxes
DCM Trading and Custody Relationships
DCM’s Investment Strategy
Domestic Stock Approach
Diversification
Advantages of Direct Ownership of Domestic Stocks
Strategic Use of Mutual Funds
Account Review and Monitoring
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