Door Creek Capital Management, LLC
Investment Consultants to the Independent Financial Planning Community.
Who We Are
We are a niche investment consulting firm dedicated to providing impartial, affordable investment advice and portfolio solutions to the independent financial planning community. We are registered investment advisors, completely independent, and act as fiduciaries in the services we provide to you.
Who We Serve
We specialize in serving smaller size firms in the independent financial planning community. Our ideal clients are one or two person planning and advisory firms who want to give their clients the best investment advice and portfolio solutions possible, but feel constrained by time, lack of direct experience, or other limiting factors. These are planners and advisors looking for a trusted resource to assist them, but wish to avoid adding staff or resorting to outsourcing this vital function. While most of our clients are members of the FPA and/or NAPFA, we welcome all advisors who wish to offer the very best fiduciary advice and investment management services to their client.
What We Offer
Our consulting model allows planners and advisors the opportunity to offer both first class investment advice and effective portfolio solutions while avoiding the many pitfalls associated with “going it alone,” or completely outsourcing this core function to a third party money manager. We supply the intellectual capital; you supply the custody and trade execution through your favorite custodian.
From creating an complete investment management service from the ground up, to providing specific investment recommendations to a single client of yours, we tailor our advice and services to exactly what you need and want your investment management offering to look like. We do not recommend turn-key or packaged solutions. You and your clients deserve better.
Benefits to You
Our goal is to help you increase your revenue and profitability by optimizing the investment management portion of your planning practice. We do the heavy lifting on the investment side, freeing up your valuable time for other important functions, such as growing your practice and strengthening client relationships. Our role is to act as both a resource and partner in delivering investment advice and portfolio solutions to you and your clients, and do so in a fiduciary manner. In addition, our experience and capabilities can help you look “bigger” in your client’s eyes – an important consideration in any smaller practice.
How We Get Paid
We offer all our services on an affordable, negotiable, flat fee basis. We do the investment research and portfolio strategy work while you retain your asset-based fee in its entirety. Your relationship with DCCM can be as transparent or opaque to your individual clients as you’d like. That is for you to decide. Regardless, we act as fiduciary partners, helping you help your clients achieve their investment goals in the most effective, understandable, and efficient manner possible.