Our Company

DC Advisors is a full service private wealth and institutional investment consulting firm.  DC Advisors private wealth practice focuses on helping pre-retirees, retirees and high net worth individuals manage risk adjusted returns consistent with their goals and income needs. Through its institutional practice, DC Advisors helps organizations and businesses address or reduce their fiduciary liability while providing retirement readiness coaching for employees.

The principals of DC Advisors have been trained on fiduciary oversight and are proud to have been recognized by The 401k Wire as one of the top 300 most influential retirement plan advisors in the U.S. for 2011.  This award is based on reader votes, input from distributors and statistics about advisor  practice gathered directly from nominees.

Our mission is to provide comprehensive retirement plan consulting services to the business community which includes:

Employer Support

  • A fiduciary oversight review for business owners and investment committee members to help promote plan compliance and potential for reduced liability
  • Provide quarterly investment Monitoring Reports along with analysis and attend committee meetings
  • Assist with the broad range requirements of 404(c) – provide Audit File guidance and documentation
  • Provide ongoing support including plan review & design assistance, investment policy statement review & design assistance, legislative updates and plan benchmarking
  • Reducing the customer service workload of the plan sponsor

Employee Support

  • Develop a targeted employee education program specific to each client’s unique needs
  • Hold enrollment meetings for new participants and provide one on one support for employees
  • Provide annual State of the Plan meetings to educate employees on current market conditions and how it might affect their portfolio
  • Supply a dedicated local number for plan participants seeking additional information
  • Educate terminated participants regarding plan distribution options