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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-08-2009
- Office Locations
- 1
Office Locations
About Dpcm
Decade Perspective Capital Management (DPCM) is a Pittsburgh-based RIA serving individual investors with model-portfolio separately managed accounts in taxable and IRA (Roth, Traditional, rollover) accounts. The adviser builds client portfolios by proportionally replicating his own long-term “life savings” portfolio. Public filings indicate an ETF-centric allocation with modest cash and U.S. government bonds, and custody relationships that include Charles Schwab and Vanguard.
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DENNIS PATRICK POLAND
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5697761
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,554,169,886 | 40.4% |
| U.S. Government/Agency | $657,829,333 | 17.1% |
| Cash | $1,634,955,945 | 42.5% |
| Total | $3,846,955,164 | 100.0% |