Who We Are
Docsa Capital Management, Inc. is an independent, fee-only financial advisory firm, offering personalized financial planning and portfolio management services to individuals, small business owners, trusts and estates since 1987. We are a Registered Investment Advisor firm in the States of Michigan, Florida, and California.
Our philosophy and mission is to focus first on you and your overall best interests. We are committed to offering objective advice, quality portfolio management and financial planning services, while minimizing possible conflicts of interest. Our clients compensate us directly either through a percentage of assets under our management, retainer fees, or project consultation services. We do not sell any products, and we do not have compensatory affiliations with any mutual funds, brokerage firms, insurance companies, or other outside organizations.
When you work with us, you are working with a team of highly qualified, ethical, experienced and caring professionals. Because we are independent, you can be assured that we work only for you, and that we are committed to being your advisor and your advocate.