Docsa Capital Management, Inc. offers both Portfolio Management Services and Financial Planning and Consultation Services.
If you already have, or are interested in developing, an investment portfolio and would like the convenience of having it professionally managed, we offer three plans to choose from:
Diamond Plan: A full service plan that includes customized active portfolio management, financial planning and other services tailored to your life situation, goals, needs, and risk profile.
Topaz Plan: A limited service plan using an indexing strategy and pre-determined asset allocation models. Financial planning and support services are not included. You pay for additional services when you need them.
Opal Plan: A limited retainer service plan for either investment management of accounts held at non-primary custodians, or for consulting and support services.
We also offer a full spectrum of financial planning and consultation services for those who prefer to obtain services on an as-needed basis.