Phone: 269-488-2322
Email: TeamDCMI@docsacapital.com

Team

TIMOTHY SCHAUER, CFA, CPA, MBA

Principal, Chief Equity Strategist and Portfolio Manager. Tim is responsible for investment research, analysis, portfolio design, and developing investment models. He is also responsible for the day-to-day operations of the firm.

He earned his MBA from Western Michigan University and is a CFA charter holder. The CFA charter is a globally recognized credential for investment analysis and management.

Tim is also a Certified Public Accountant with an accounting degree from Mankato State University (MSU). He has over 13 years of accounting experience in both public and private settings, and over 25 years of investment experience.

Tim is a member of the American Institute of Certified Public Accountants and Michigan Association of Certified Public Accountants and a member of the Western Michigan chapter of the Investment Analysts Society of Chicago.

Tim also makes a practice of being involved in his community. He has been serving as a volunteer counselor at a local correctional facility since 1999.

Recently, Tim participated as one of the judges in a CFA West Michigan Society's CFA Research Challenge.  The panel listened to competing college teams’ presentations on their analysis of a chosen company.  He had also served as a volunteer treasurer of a local community outreach organization. During his undergraduate years in Mankato, MN, he was active in the Big Brothers/Big Sisters organization.

SOPHIT LEE, CFP®

Managing Director

269-488-2322

Managing Director. Sophit received her undergraduate and graduate degrees from the University of California, Berkeley. Prior to joining Docsca Capital Management, Inc., Sophit was the Vice-President and Managing Director at a private portfolio management firm in Newport Beach, California, where she oversaw approximately $110 million in Client assets, and where the principal was named as one of the nation's top financial advisors for several consecutive years in the Worth Magazine.

Sophit is experienced in coordinating investment and financial planning activities. She brings insights from over 35 years of investment and over 22 years of financial planning experience. Her expertise is in portfolio management, employee stock options, employee benefits, personal income tax planning, retirement planning, and planned giving.

Sophit regularly contributes to her profession. She was an instructor in the Personal Financial Planning Certificate Program at the University of California at Irvine in the spring of 2000, and a guest instructor at the NAPFA Midwest Regional Conference Basic Training Program in the fall of 2001. She has presented at AAUW, Laguna Beach, CA Conferences for Girls in 1998 and 2000 and has been a presenter at the Kalamazoo Area Women’s Festival in 2001 and 2002. Sophit served as a volunteer member on a hearing panel of the CFP Board of Professional Review in 2003. The hearing is part of the CFP Board's process in reviewing and investigating complaints against CFP® practitioners. She regularly participates in the national consumer hotline, co-sponsored by Kiplinger Personal Finance Magazine and NAPFA. She has also provided pro bono services for the NAPFA-sponsored Money Bus Tour, and for the Financial Planning Association's Financial Planning Day in New Jersey.

Sophit has also been quoted in articles on a variety of investment and financial planning topics, including the Journal of Financial Planning and the New York Times.

Sophit is a NAPFA-Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA), an organization of fee-only advisors. She is also a member of the Financial Planning Association (FPA).

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