Dewitt Capital Management

DeWitt Capital Management is an investment adviser firm located in Collegeville, Pennsylvania, founded in 1996 by David T. DeWitt. The firm offers investment management services on a discretionary or non-discretionary basis, monitoring and making changes to client portfolios to align with their objectives. Clients can grant discretionary authority for portfolio management, allowing the firm to make decisions without prior approval. DeWitt Capital Management specializes in investment strategies such as the Energy Income Strategy, focusing on master limited partnerships for high cash distributions. The firm also offers model portfolios for clients with varying risk tolerances. Minimum account size is typically $500,000, but it may be waived at the firm's discretion. Fees are charged based on a percentage of assets under management, with a minimum annual fee of $2,000. Clients may also engage in financial consulting services for additional topics like asset allocation and retirement planning. The firm recommends custodial services through Schwab Institutional and Altruist Financial LLC for model portfolios. DeWitt Capital Management does not accept performance-based fees, and clients retain voting rights for their securities. The firm's professionals, including David T. DeWitt and Scott D. Frank, hold certifications such as CFP®, CAIA®, and CPWA®. There are no disciplinary events reported for any of the firm's representatives.