Desert Capital Management Group Inc
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8484 Wilshire Blvd Ste 515, Beverly Hills, CA 90211
8484 Wilshire Blvd Ste 515, Beverly Hills, CA 90211
Website
Email“results speak for THEMSELVES”
TODAY'S investment environment is increasingly complex and ever challenging. DCMG meets dynamic challenges AT by monitoring and advising client accounts to meet portfolio objectives. Minimum investments are generally $50.000 for individual. Joint and trust accounts. Retirement account minimums are $3000 and only $1000 for custodial and educational ACCOUNTS. “PERFORMANCE DRIVEN”
DESERT capital believes in achieving superior total investment returns without bias. Should an individual security position within a portfolio NOT reach expected return potential. It MAY BE eliminated and alternative investments MAY BE CHOSEN. DESERT capital clearly believes communication and WELL-DISCIPLINED approach to portfolio management is likely to achieve superior performance results over TIME. “INVESTMENT PROTECTION”
DESERT capital management group Inc. Clients find comfort in knowing that securities investor protection Corporation (SIPC) through
bank of NEW York Mellon. The bank of NEW York Mellon Corporation. Commonly referred to AS BNY Mellon is an american worldwide Banking and financial services Corporation formed on July 1.2007. AS a result of the merger of the bank of NEW York and Mellon financial Corporation. BNY Mellon is the World’s largest custodian bank with more than $28.6 trillion in assets in custody. It Also has over $1.6 trillion in assets under management.
More Business Info
Creating your financial future today.
- Hours
- Regular Hours
Mon - Fri: - Services/Products
- A personalized plan AT DCMG. Services are about YOU, a registered investment advisor analyzes your current financial picture and significant goals in life. We assess your Cash flow. Financial needs. And TAX considerations we navigate the IMPACT of long term inflation and other variable economic forces that MAY affect YOU. DCMG then presents a detailed ROADMAP designed to achieve your financial objectives through measured risk perimeters. Investments applying fundamental and technical analysis with in objective to preserve capital and maximize gains. DCMG monitors the markets daily and periodically rebalances portfolios adjust to market conditions and investment goals. Retirement planning in planning retirement we are concerned about financial security, a DCMG advisor will evaluate the current financial situation. Assess retirement accounts and design a long term plan. Estate planning DCMG CAN help protect assets to benefit your Family and heirs by providing advice in establishing trusts. Making gifts. And other planning issues. We offer solutions to ensure your assets are distributed according to your wishes. And to minimize federal estate TAX and probate costs. TAX planning your TAX picture help frame the financial advice DCMG offers. By working with your TAX planner. We recognize TAX LAW changes and integrate the most TAX efficient solution into your investment plan. Risk management DCMG recognizes risk tolerance levels and estate planning needs to ensure your assets are balanced to mitigate inherent risks. 401K/ IRA rollover management decisions made today about retirement planning CAN make a BIG difference in the size of a retirement nest EGG. We help YOU understand choices. Evaluate TAX consequences. And make the best decisions. We handle IRA/401K rollovers and provide necessary advice to reach the next level of financial success.
- Location
- Desert Capital Management Group, Inc. 8484 Wilshire Blvd Ste. 515 Beverly Hills, CA 90211 310-640-9100 2377 Gold Meadow Way, Ste. 100 Gold River, CA 9567 916-966-3100 Website: www.dsrtcptl.com
- Neighborhoods
- Downtown Compton, Compton, West Los Angeles, Beverly Hills
- Other Link
- Categories
- Investment Advisory Service, Financial Services, Investment Management
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