Dimension Capital Management is a wealth management firm dedicated to meeting the unique financial service needs of high-net-worth individuals, families and institutions worldwide. As an Investment Adviser, DCM has three decades of experience in protecting and growing wealth.
Wealth Management Services
An integrated solution to preserve, grow and optimize wealth.
At a Glance:
– Registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser since 1997
– Founded as a Family Office in 1980
– Fee-only Investment Adviser
– Privately owned
Firm Overview
DCM provides comprehensive investment advisory services to high net worth individuals, families and institutions both in the US and abroad. The firm has three decades of expertise and investment experience in building and protecting a sound financial legacy for its clients.
Customized Solutions
Alignment of Interest
Managing Complexity
Wealth Management Services
We offer a broad range of wealth management, investment services and guidance to meet our clients’ needs and objectives. DCM leverages the breadth of our team experience and global investment opportunities to provide tailored strategies and solutions to attain your goals.
Comprehensive Advisory
We provide portfolio and investment managment services to both U.S. and offshore investors. Our capabilities extend through a third party network of professionals to support areas such as estate, tax, insurance and trust services.
Wealth Management
Our main objective is to provide tailored investment advice that is appropriate for your needs and objectives. We achieve this by understanding your risk tolerance and seek to build a portfolio framework around the optimum risk/return parameters to meet your goals.
Institutional Platform
DCM implements strategies and monitors managers, seeking to optimize a portfolio’s overall performance, risk management, investment horizon and liquidity. We deliver consolidated performance reporting by aggregating a client’s multiple account statements provided by custodians, brokers and banks.
Growth Fostered. Wealth Preserved.
Investment Process
The strength of our approach lies in our ability to balance innovative thinking with institutional discipline; customized strategies designed to achieve results. With a long and proven track record of working with investors, DCM has established a disciplined investment process that is tempered with understanding a client’s risk/return tolerance, goals and objectives while striving to achieve optimal performance.
Disciplined Approach
DCM’s 5 step investment process is built from decades of investment experience and strives to provide a client with optimal portfolio performance given their risk and return objectives.
We define it as:
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Understanding Client Needs
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Macroeconomic Factor Analysis
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Asset Allocation and Identification of Investable Themes
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Manager Selection
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Portfolio Construction & Monitoring.
Current & Innovative Thinking
We apply a fresh, global-market perspective when developing portfolio strategies and evaluating investments. At the same time, we are grounded by an institutional research methodology which enables us to monitor risk and manage our client’s objectives.
Active & Dynamic View
We frame asset classes within a broader view of market and global conditions to capture optimal portfolio performance. Furthermore, we actively manage and monitor portfolio exposures and make shifts based on market and global developments.
Global Opportunity. Diverse View.
Meet the Team
At DCM, our approachable and diverse team of experienced investment professionals work collectively to address the individual goals of each client.
Miguel F. Dueñas
Managing Partner
Mr. Dueñas joined DCM in 2005 as a Board Member, and was named President and Chief Investment Officer in 2009. Mr. Dueñas presides over the firm’s Investment Committee which is responsible for approving…
Read MoreOnofre Torres
Managing Director
Mr. Torres is a founding partner of DCM and is a member of the firm’s Investment Committee. Over the past 30 years, Mr. Torres has implemented a disciplined investment process of asset allocation, manager due diligence…
Read MoreAlbert Marques
Chief Operations Officer
Mr. Marques is the Chief Operating Officer of DCM. He presides over the firm’s Operations and Compliance Committee and is responsible for the operations of the firm. In his role, Mr. Marques leads in the structuring…
Read MoreAlejandro Tovar
Director
Mr. Tovar is a Director at DCM and is responsible for client portfolios. He is also a non-voting member of the Investment Committee. In his role at DCM, Mr. Tovar works with the investment department…
Read MorePaul Lacoste Maddock III
Director
Mr. Maddock is a Director at DCM and is responsible for client portfolios. Prior to joining DCM, Mr. Maddock was a Senior Vice President and Business Development Officer at Bessemer Trust Company in New York City…
Read MoreAngel Gonzalez, Jr.
Controller
Mr. Gonzalez is responsible for accounting and audit related activities for DCM. He leads the production of financial reporting, monitors an adequate system of accounting records, and liaises with the firm’s external…
Read MoreJames V.V. Burke
Senior Investment Analyst
Mr. Burke joined DCM in 2015 as a Senior Investment Analyst in the investment department. Mr. Burke is responsible for sourcing, evaluating and recommending investment opportunities…
Read MoreShrinivas Chellappa
Senior Investment Analyst
Mr. Chellappa is a Senior Investment Analyst at DCM. He is responsible for asset manager due diligence and on-going monitoring of investment manager performance. As a member of the firm’s investment team…
Read MoreErnesto Padron
Vice President, Direct Investments
Mr. Padron joined DCM in 2017 as a Vice President in the Direct Investments department. He is responsible for identifying, evaluating and recommending private and public direct investment opportunities…
Read MoreJonathan Fischer
Investment Analyst
Jonathan Fischer is a member of the investment team at Dimension Capital Management responsible for sourcing, evaluating and recommending investment opportunities to the CIO and the Investment Committee…
Read MoreAlexandra Morales
Investment Analyst
Ms. Morales participates in client portfolio monitoring, and the preparation of asset allocation models and performance analysis for client portfolios. As a member of both the firm’s investment and client relations team…
Read MoreRyan Dunham
Director of Systems Development
Mr. Dunham joined DCM in 2016. He is responsible for all systems development, implementation and reporting functions for the firm. He also has a supervisory role in fund operations and related accounting…
Read MoreRobert Reyes
Director of Accounting
Mr. Reyes joined DCM in 2017 as the Director of Accounting. He is a member of the firm’s Operations and Compliance Committee and is responsible for fund operations and related accounting, audit and tax activities…
Read MoreKurt Williamson
Fund Accounting Supervisor
Mr. Williamson is the Fund Accounting Supervisor and is responsible for supervising fund operations and related accounting and audit activities. Prior to joining DCM, Mr. Williamson worked…
Read MoreNathan Woodruff
Director Of Compliance
Mr. Woodruff joined DCM in 2016 as the Director of Compliance. He is a member of the firm’s Operations and Compliance Committee and is responsible for the overall compliance operations of the firm…
Read MoreAmy Ritch
Senior Client Relations Analyst
Ms. Ritch joined DCM in 2013 and worked in the firm’s compliance department during her first 5 years at DCM. Amy is currently a member of the Client Service Team at DCM and given her background in…
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