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Frequently Asked Questions

What Account Types do you offer?

DCM offers individual, joint, IRAs, Roth IRAs, SEP-IRAs, Trusts, and UGMA/UMTA's. These can either be cash or T-margin accounts.

Who do you rely on for brokerage and account infrastructure?

DCM uses Interactive Brokers* as its broker and custodian. Interactive Brokers offers the lowest margin rates for separately managed accounts. Your account will be created through Interactive Brokers, but controlled by DCM via our master account.

*Interactive Brokers LLC is not affiliated with and does not endorse or recommend Douglas Capital Management, LLC. Interactive Brokers provides execution and clearing services to customers of Douglas Capital Management, LLC. For more information regarding Interactive Brokers LLC, please visit

What balance is required in order to open an account?

DCM's initial required investment is $50,000 for all four account types.

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