Investment Consulting

We are passionately committed to independence and objectivity in our investment consulting services. Our success is linked to the integrity of our advice and guidance.

DCAdvisors acts as co-fiduciary when assisting a plan’s investment committee in the evaluation and selection of funds for a retirement program. As a firm that is dedicated to retirement plans, we have built our investment consulting practice with a fiduciary mindset, providing thorough research and recommendations to meet client needs. Accordingly, we have developed an evaluation and review process that supports the level of diligence sought by the Employee Retirement Investment Security Act (ERISA).

Clients trust DCAdvisors. All revenues come from client fees with no third party relationships. Our sole motivation is to make thoughtful plan and investment recommendations to meet the unique needs of each client and its participants.

Sound retirement plan investment oversight begins with a solid investment policy statement, which we will help you optimize through our investment policy enhancement.

Unbiased Investment Consulting Services

What We Do

We help companies meet the objectives established for their employee retirement programs. At DCAdvisors, we accept responsibility as each client’s fiduciary partner. We are obliged solely to our clients to provide trustworthy expertise, independent guidance, and unbiased recommendations with regard to their retirement plans and investments.

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Why Clients Choose Us

Retirement plan sponsors demand reliable advice and guidance. They have confidence in our commitment to independent fiduciary management. They appreciate our depth and expertise. They value our proprietary processes and plan principles. And they entrust us to deliver the expert plan development and unbiased investment recommendations that help create successful employee retirement programs.

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