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VerifiedInvestment Management· Founded 2011

D2 Capital Management

D2 Capital Management is a client focused investment advisor specializing in Goals Based Investing. We recommend “Separate Accounts for Separate Goals™” so that each financial goal has its own dedicated portfolio – a Separate Goals Account™, or SGA™ – which is tailored to the risk and reward profile appropriate for that goal. Our process helps to give clients peace of mind by customizing their investments to accomplish each of their financial goals. As a small, independent firm we are able to focus exclusively on our clients and put their interests first at all times. Our professionals have earned the most prestigious designations in the investment profession. We do not earn commissions and are not brokers or salesmen – we are professional investors focused on our clients.

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HeadquartersJacksonville, United StatesEmployees3(1 to 10)Founded year2011Websited2-cm.comLinkedIn profileLinkedIn

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Top roles at D2 Capital Management

3 distinct titles indexed · top 3 shown.

  • 1investment advisor representative
  • 1market analyst & portfolio manager
  • 1property manager

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