Docsa Capital Management, Inc.
We are a Registered Investment Advisor firm in the States of Michigan, Florida, California and Louisiana. Our primary goal is to assist you in your efforts to attain your major life goals and aspirations. We do this by taking a proactive, integrative and individualized approach to planning and implementation. We work collaboratively with you to develop strategies, create and maintain wealth, reduce financial risk, and balance financial decisions, life choices and personal values.
Our philosophy is to focus first on you and your overall best interests. We are committed to offering objective advice, quality portfolio management and financial planning services, while minimizing possible conflicts of interest. We will always offer candid reviews and assessments of your current financial situation, and discuss with you the potential solutions and pitfalls. When you work with us, we will be your advisor, as well as your advocate. You can also be assured that we will uphold our fiduciary responsibility to you.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.