• hq

    When You’re Ready,       We’re Here

    People today want a client focused solutions provider yet may not know where to find one. Eighty five percent (85%) of these families experience sufficient dissatisfaction with their current financial advisor to consider making a change. We hope to be considered.

    Our Story
  • Client List

    Who We Work With

    We are honored to work with clients at the following firms:

    View Our Complete Client List

Our Mission

We challenge the status quo of the financial services industry by adding transparency and accountability to our clients' financial world.

Learn More About DC

Meet Our Team

Latest News

2016 Q1 Defender Quarterly

In order to limit access to our private investment holdings and quarterly report information, we ask that individuals sign up for a free account in order to view this information. Please login below or click here to register for immediate access ...

2015 Q4 Defender Quarterly

In order to limit access to our private investment holdings and quarterly report information, we ask that individuals sign up for a free account in order to view this information. Please login below or click here to register for immediate access ...

2016 Q1 Market Update from J.P. Morgan

Click “Read More” to download the full J.P Morgan Q1 2015 Market Update: Quarterly Guide to the Markets for more information and insights about this quarter’s market trends.