513.241.1000 Info@DennisCapital.com

The two greatest enemies of the equity fund investor are expenses and emotions.

– John Bogle, founder of The Vanguard Group

The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.

– John Bogle, founder of The Vanguard Group

Fund investors are confident that they can easily select superior fund managers. They are wrong.

– John Bogle, founder of The Vanguard Group

Goals of Dennis Capital

  • Understand your needs
  • Provide superior investment counsel
  • Provide outstanding services
  • Grow your assets
  • Exceed your expectations

Guiding Investment Philosophy

Dennis Capital Management is an investment management firm focused on preservation of capital and providing the highest return possible consistent with your level of risk.

We believe in protecting your assets – it’s as simple as that.

Helping our clients realize a return that will allow them to achieve their financial goals is our only priority. This belief is rooted in simple mathematics. Unfortunately, the markets can be unpredictable, as the recent financial crisis has shown us. You gain some and you lose some. You need to have a smart team on your side to maximize gains and minimize losses. That’s where Dennis Capital Management can help.

Here’s an example: If you lose 50% in a Bear market, it then takes a 100% rate of return to break even. Why? Because after the decline, you only have half as much money to work with. Therefore, if your account goes from $100,000 to $50,000, a 50% loss, you will need a 100% gain to go from $50,000 back to $100,000.

Such a loss could take you 5 to 10 years to recover.

However, if you lose only 10% in a Bear market, you could recoup your losses with an 11% return, which is possible in a relatively short period of time. This strategy also requires a long-term time perspective, but of only 3 to 5 years.

With Dennis Capital, you have a team on your side to capitalize on building your investment to meet your goals. Nobody wants to lose money so we help our clients to understand the long- and short-term implications of our investment strategies.

Our Pledge

At Dennis Capital Management, our personal assets are invested the same way as our clients’ assets are invested. It’s as simple as that. We take pride in our work and stand behind our advice. Our pledge is that we will treat your investments with the same care, strategy and attention that we use with our own.

For Your Safety

All assets managed by Dennis Capital Management are held by the custodian or brokerage firm of your choice. Dennis Capital Management has no access to your assets, only the associated fees.

This provides you with two levels of protection:

  • Ensures your statements are unaltered or tampered with in any way
  • In the event of leadership change at Dennis Capital Management, your account is unaffected

I believe that banking institutions are more dangerous to our liberties than standing armies.

If the American people ever allow private banks to control the issue of their currency, first by inflation, then by deflation, the banks and corporations that will grow up around them will deprive the people of all property until their children wake-up homeless on the continent their fathers conquered.

The issuing power should be taken from the banks and restored to the people, to whom it properly belongs.

- Thomas Jefferson