A Fee-Only & Full Fiduciary Registered Investment Advisor
A Fee-Only & Full Fiduciary Registered Investment Advisor
We are a Fee-Only Registered Investment Advisory firm where the client's interests always come first.
Our team is comprised of investment advisors with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
The firm offers managed portfolios invested in individual stocks, fixed income securities, exchange traded funds (ETFs), and mutual funds all managed on a discretionary basis.
The D2 Stock Strategy is an actively managed value-oriented investment strategy that is suitable for the stock portion of an investor’s portfolio.
Investment Objective – The strategy seeks to provide growth of capital through stock appreciation and dividend income by investing primarily in individual U.S. common stocks.
Investment Philosophy – D2 believes that investors can sometimes become too focused on the short-term and forget that investing or “buying stock” in a company, is purchasing fractional ownership of a company’s future economics. Irrational investor emotions for a company and/or stock market expectations in general may cause a company’s current stock price to temporarily dislocate from what D2 believes to be the company’s current estimated fair value. D2 believes that a company’s future expected profits should eventually determine a company’s current stock price over time, not investor emotions or stock market expectations. D2 believes that patient investors may have the opportunity to profit from purchasing a company’s stock when it sells below its current estimated fair value, holding and collecting dividends (if any) while fairly valued, and ultimately selling the stock if it sells above its current estimated fair value.
Investment Strategy – Using research, fundamental analysis, and proprietary valuation process, D2 identifies and invests in the individual stocks of publicly traded companies that D2 determines to be selling below its current estimated fair value. When D2 decides a stock is overvalued or better risk/reward opportunities arise, that stock is sold, and the investment process is repeated.
Typical business characteristics of invested companies:
· Growing business(es) and/or additional business opportunities
· Durable competitive advantage(s)
· Consistent or improving margins
· Predictable earnings, cash flow, capital allocation
· High returns on invested capital
· Healthy balance sheet
The D2 Fixed Income Strategy seeks to meet a client’s income needs and provide preservation of capital. We may invest in fixed income exchange traded funds & mutual funds, dividend paying stocks, U.S. Treasuries, Certificate of Deposits, and FDIC Insured or SIPC Protected Deposit Programs to generate current income. The D2 Fixed Income Strategy is suitable as a stand-alone strategy or may be integrated into our D2 Stock Strategy or D2 Asset Allocation Strategies to adjust client risk tolerance profiles.
D2 Asset Allocation Strategies are tailored to meet the risk/reward profile of a wide variety of financial goals and account sizes. These strategies are invested primarily in stock & fixed income exchange traded funds and mutual funds. D2 utilizes our extensive research, trend analysis and other relevant information, to construct unique strategies to assist clients in achieving their financial goals. Each client portfolio is tailored specifically to the client’s financial situation.
David has been in the investment business for the last 17 years. Before co-founding D2 Capital Management in 2011, he was a Financial Analyst & Portfolio Manager at a Jacksonville, Florida Registered Investment Advisor from 2005 to 2010 with over $65 million in assets under management.
He completed his CERTIFIED FINANCIAL PLANNER® designation in 2009 and graduated from the University of North Florida in 2004 with a Bachelor of Business Administration and a concentration in Economics. He also earned the Eagle Scout Award from the Boy Scouts of America in 2001.
David is active in the Beaches Division of the Jacksonville Chamber of Commerce and currently serves on the Board of Directors and Co-Chairman of the Public Policy Committee. He is also a proud Board Member of Avenues 12 Women's Recovery Houses in Daytona, Florida.
Charles has been a successful investor for over 40 years and previously worked as a stock broker for another Jacksonville firm. Prior to that, he spent 30 years as a commissioned officer in the United States Navy, retiring in September 2009 at the rank of Captain. During that time, he served in a wide array of Navy and Joint assignments both afloat and ashore. He is a decorated combat veteran and participated in multiple campaigns and contingency operations.
Charles holds a B.A. from the New School for Social Research in New York, a M.A. from Montclair (NJ) State College, and an M.S. from the Defense Intelligence College in Washington DC. He is also an active member of the Jacksonville Chamber of Commerce, Mayport Navy League, Military Officers Association of America, Veterans of Foreign Wars, and the Economic Roundtable of Jacksonville. In addition, he served as an Outreach Volunteer for the United Way's Real $ense Initiative. In 2012 Charles was awarded the Small Business Administration Veteran Champion of the Year for Florida and Southeast Region.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
1301 Riverplace Blvd, Suite 800, Jacksonville FL 32217
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