Welcome to D Squared Capital Management

D Squared Capital Management, LLC, is a privately owned, fee-based, registered investment management firm located in Oro Valley, AZ.  D Squared Capital Management only provides advisory services in states where it is registered as an investment advisor.

As an independent investment management firm, D Squared Capital Management has no obligation to sell a particular brand of financial investment.  Rather, client portfolios are structured to accommodate the clients’ individual long-term goals and risk tolerance.  Another benefit of working with D Squared Capital Management is the size of our firm.  As a boutique investment advisory firm, every relationship is very important to us and we do our very best to help you achieve your financial goals and objectives.  You will always receive very personal service and will never be treated like just another account number.

D Squared Capital Management serves:

  • Individuals and families
  • Closely held businesses
  • Retirement plan sponsors/trustees
  • Corporations, non-profits, associations
  • Trusts

D Squared Capital Management has three primary objectives:

  1. To manage client assets in a personalized, disciplined, and tax-efficient manner
  2. To grow client portfolios while also focusing on capital preservation; hedging portfolios to provide downside protection and
  3. To maintain a high level of personal communication with clients.