Why Dare Capital Management?

Dare Capital Management is small by design, nimble, and investor focused. We provide allied services for our clients (travelers' and expatriates' services, estate and retirement strategy); however, we are first and foremost an asset management company.

We add value for our clients by streamlining the investment management, decision-making and implementation process. We use the Internet to lower transaction costs, execute trades efficiently, and streamline our back-office operations, and we apply an independent, professional investor's mindset (as opposed to a stock and mutual fund salesman's mindset) to the investment decision-making and asset allocation processes.

Dare Capital Management or its shareholders may own positions in the investments that we recommend to clients. If we do own a position we will make the appropriate disclosure to our clients; and, indeed, we feel an important responsibility to our clients to manage our investments in the same fashion using the same stocks and funds as may be appropriate for our clients.

Ten Good Reasons To Do Business With DCM

1. Low transaction costs - Stock trades are as low as $10.99 through TD Ameritrade Institutional, significantly lower than other brokerage firms. And mutual funds can be purchased at NAV-Net Asset Value-that is, without incurring a salesman's commission. These savings alone can quickly reach hundreds, even thousands, of dollars.

 

2. No conflicts of interest - As an impartial, fee-only firm, we don't have stock "inventory" to worry about unloading to our clients-or the thorny issues that arise from placing "strong buy" recommendations on companies where we earn investment banking fees.

 

3. Delegating can be good - Some people may prefer to hand the decision-making, chart-watching, record-keeping ball off-- and know that prudent investing decisions are being made. We can help.

 

4. Dedicated customer support - We have a dedicated support team at TD Ameritrade Institutional, a group of caring, friendly, detail-oriented professionals-and, let's face it, it's nice to know who's on the other end of the telephone line or email!

 

5. Year-end tax reporting is a breeze - Our portfolio management software will produce a detailed, concise Schedule D capital gains/losses form for your tax preparer, and deliver it to you in January!

 

6. Dare Capital Management can manage your existing brokerage account - If you prefer to keep your current custodian and brokerage relationships but feel the need for an extra hand in decision-making. Dare Capital can work with many NASD-listed firms.

 

7. Peace of mind on vacation - Give us the instructions, cut your brain off, and relax-we're monitoring things for you.

 

8. An impartial second opinion - Do you really need another airline stock or international mutual fund? Let's talk before you make the decision.

 

9. No-fee checkwriting and a Visa Debit card for your TD Ameritrade Institutional account (not available on all accounts) if you would like - And the first 150 checks are free!

 

10. We're not just employees, we're clients, too! - We are constantly searching for appropriate investments for our own accounts as well as for yours. We think you'll enjoy doing business with us-we enjoy the search and we think it shows!