Bascomb Madison & James Capital Management

Bascomb Madison & James Capital Management, operated by DWV Advisors LLC, offers personalized portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Established in 2010 by Dennis William Voigt, the firm provides investment advisory services encompassing investment strategy, asset allocation, and risk assessment. Clients may grant discretionary authority for securities selection and transactions. The firm also manages existing investments, assists high net-worth clients with multiple managers, and offers financial planning services covering various aspects such as tax concerns and retirement planning. With assets under management totaling $148,371,642, the firm charges performance-based fees for qualified clients, up to 20% annually, along with asset-based fees for non-qualified clients. The minimum account size is $250,000, potentially waived based on client needs. Investment strategies include charting, fundamental, technical, quantitative, and cyclical analysis, with a focus on model portfolios to manage risk and return. BMJCM does not participate in wrap fee programs and maintains a fiduciary duty to act in clients' best interests. Clients receive regular account reviews and detailed reports, with no custody of client accounts held by the firm.