513.241.1000 Info@DennisCapital.com

Your Unique Perspective

Average life expectancy in years for a woman who reaches 65 (vs. 17 years for men)

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Percentage of men who say they are confident in the stock market as a source of investment gains for their savings (vs. 27% of women)

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Percentage of women who identify themselves as the primary financial decision maker in their household

You Have Questions. We Can Help.

Every investor is unique. At Dennis Capital, we won’t rush our clients through the process. We want to make sure you understand the options we are offering and how they work.

 

You may have a tendency to shy away from investing or need more information in order to trust the process. We want you to feel comfortable with our recommendations, versus feeling rushed to make a decision.  We pledge that we will stay in touch with you every step of the way. We encourage you to ask questions and request clarifications. At Dennis Capital, we want to be your partner in investing.

Our Approach

Many clients have told us that the team at Dennis Capital Management has the ability to explain finance and the world events that affect markets, in a way that makes sense to them. We have a genuine passion for what we do and take time to listen to our clients’ needs and preferences. We will work hard to create a portfolio that will meet your needs.

Here’s what we offer:

  • Available for discussion at any time
  • Monthly review of our clients’ portfolios
  • Free consultation to discuss your investing needs

Dennis Capital Management also offers clients investment options with Vanguard Funds. John Bogle founded The Vanguard Group as a nonprofit in 1975, and it has since grown into what many fund investors consider the default standard. Vanguard is very conservatively run and did not require U.S. government assistance during the Great Recession of the late 2000s.

Consider this option as another means to keep your investment costs low. Vanguard reports that its no-load mutual fund expense ratios on average are 82% less than the industry average. This means less is taken from your funds’ earnings to cover expenses. Vanguard also touts its competitive long-term performance: 92% of Vanguard no-load mutual funds beat the average returns of their peers over a 10-year period.

The average expense ratio for Vanguard is 0.18%. Dennis Capital Management’s fee is 0.9%, most of our competitors are at 1%.

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

Biggest Worries

When asked to identify their biggest concerns about the future, our clients told us:

  • I will not have enough money to retire 62%
  • I will outlive my income 49%
  • I will not have enough money for healthcare 46%
  • I will become dependent/burden on my family 32%
  • I will not have enough money to support my family 17%
  • I will lose my job 17%
  • I will survive my spouse/partner 14%