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.
The firm offers separately managed portfolios invested in individual stocks, fixed income securities, exchange traded funds (ETFs), and mutual funds all managed on a discretionary basis.
We use the CERTIFIED FINANCIAL PLANNER™ Board of Standards process while helping our clients establish and accomplish their financial goals.
The D2 Stock Portfolio is actively managed, focused, and suitable for the stock portion of an investor’s portfolio.
Investment Objective – Seeks capital appreciation and dividend income by investing primarily in U.S. common stocks.
Investment Philosophy – Buying a stock is purchasing ownership in a company. As stockholders, we consider ourselves silent partners while company management & directors are tasked with operating the business and growing our share of profits. We strongly believe corporate profits will determine stock prices over time.
Investment Strategy – Using research, analysis, and our proprietary valuation process, we identify good companies at fair prices to invest in. We take a long-term view and are less concerned about short-term price volatility and market fluctuations. When prices are high, we take gains and reinvest the proceeds into better opportunities.
Characteristics of our invested companies:
· Growing businesses with recurring revenue
· Durable competitive advantages
· Consistent or improving margins
· Predictable earnings, cash flow, capital allocation
· Healthy balance sheet
· High returns on invested capital
The D2 Fixed Income Portfolio 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 Portfolio is suitable as a stand-alone strategy or may be integrated into our D2 Stock Portfolio or D2 Model Portfolios to adjust client risk tolerance profiles.
D2 Model 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 & 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