We are a Fee-Only Registered Investment Advisory firm where the client's interests always come first. Our team is comprised of people 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.
We use the CERTIFIED FINANCIAL PLANNER™ Board of Standards process while helping our clients establish and accomplish their financial goals.
Cash management is an integral part of any overall investment strategy. Management of client cash is aimed at supporting client income needs and preserving capital. We use conservative fixed income securities like certificates of deposit, U.S. Treasury notes, and bond funds to deliver returns over and above basic bank deposits while maintaining preservation of invested principal. Our Cash Management Portfolio can be stand alone or integrated into our Capital Appreciation and Asset Allocation strategies.
As stewards of our client's capital, we believe a stock portfolio of outstanding companies purchased at reasonable prices is the best approach to growing wealth.
When we invest in a company stock we taking ownership of a well run and profitable company. We are silent partners gladly allowing company management to grow their business at high expected rates of return. The goal is to build wealth through capital appreciation as well as company dividends.
We take a long term view of these investments and are less concerned about short term volatility and market movements. When prices are temporarily depressed and our valuation outlook remains favorable, we are eager buyers of these companies, and when prices are extremely high we take profits.
Everyone knows their price, few know their value.
Asset Allocation Portfolios are tailored to meet the risk/reward profile of a wide variety of financial goals and account sizes. These portfolios are invested primarily in stock and bond exchange traded funds (ETFs), mutual funds and related investment opportunities. We utilizes extensive research, trend analysis and other relevant information to construct unique strategies to assist clients achieve their financial goals. While we have prepared model portfolios to accommodate a wide variety of asset allocation and account size combinations, each client portfolio is tailored specifically to the client’s situation.
David has been in the investment business for the last 14 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 almost 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.
(Downtown) 1301 Riverplace Blvd, Suite 800, Jacksonville FL 32217
(Beaches) 18 Seminole Rd, Atlantic Beach FL 32233