Daniel Chen
DC Strategies, Integrated Wealth Mgt.

Financial Services

"DC Strategies" is a “Wealth Management” firm that takes a comprehensive approach to clarifying and organizing our client’s financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining “Wealth” while our clients benefit from a more balanced life. Our pledge is to provide quality information so that our clients may make sound choices about their financial future.

"DC Strategies" Investment Management provides its clients with strategies and solutions to help get them where they want to go. We will help you understand your current financial situation and clarify your goals. We then provide you with a written plan designed to help you to meet your goals.

We will work with you to create an investment strategy that seeks to keep you on course in a variety of market conditions, we need to understand your circumstances and what you want to accomplish. We work with you to answer a number of key questions. What are your goals, including retirement, providing for loved ones, major purchases, or anything else important to you? Do you need access to your capital in a few decades, a few years or sooner? What is your appetite for risk? (Which types of investments would be best for you)? Annuity Strategy, Privatly Managed Account Strategy, Mutual Funds, Basket of Individual Securities.

Tax Planning: Personalized review of your tax return to highlight opportunities for maximizing tax reduction strategies Free consultation with your tax preparer Tax harvesting/cost basis reporting Recommendations of tax solutions including tax advantaged, tax free, tax deductible, and tax deferred investments

What are the Benefits of Asset Management? Personalized Investment Strategy allocated by Best in Class Institutional market strategist [Strategic, Tactical Constrained, Tactical Unconstrained and Absolute Return investment approaches]. Your Assets are Monitored by Our Team of Professionals Ongoing tactical adjustments to mitigate near and midterm risk in changing market environments while maintaining an appropriate investment profile. Quarterly Performance Reporting Cost Basis Accounting & Tax-Loss Harvesting Portfolios designed and implemented with No-Load and Load-Waived Mutual Funds, Exchange-Traded Funds, Individual Stocks and Bonds and Alternative Investments Custom design and imple­mentation of innovative investment strategies in an ever changing world Fees charged are potentially tax deductible;

We will assist you in understanding where you are today in order to set attainable financial and personal goals for the future We will design and implement strategies to coordinate the areas of Legacy Planning, Risk Management and Investment Management Services. We will work with you to monitor and review your Wealth Management map on an ongoing basis.

Portfolio Management Services: Analysis of currently held assets Formulate Investment Policy Statement Custom Portfolio design as needed (Taxable/Tax deferred and/or Tax Free) Multiple investment strategies to coincide with the client’s short, mid, and long term financial goals

"DC Strategies" is a “Wealth Management” firm that takes a comprehensive approach to clarifying and organizing our client’s financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining “Wealth” while our clients benefit from a more balanced life. Our pledge is to provide quality information so that our clients may make sound choices about their financial future.