At Doceo Wealth, we use innovative, proven strategies and proactive attention to your portfolio to help mitigate excessive losses…no matter if we're in a downturn or not.We also understand that investment success requires time, not timing. This is why Doceo Wealth thinks long-term in our investment strategies, and isn't distracted by passing fluctuations or fads in portfolio management.Time spent with each client allows us to understand their specific investment circumstances and objectives, along with their tolerance for risk. Based on this information, we create a detailed investment plan which is (1) based on their specific long-term goals and (2) is sufficiently flexible to adapt to changing life events and capital market conditions. The result: portfolios are highly customized and specifically aligned with the needs of each client, balancing risks vs. performance, debt vs. equity, domestic vs. international, growth vs. safety and more.Our team expends the necessary efforts, during due diligence, to uncover every possible detail of clients' potential investments. We travel to their locations, look the portfolio managers in the eye, utilize several 3rd party due diligence agencies, and network with other due diligence officers. Generally this process takes several months as we evaluate past performance, the financials, and have discussions with multiple department heads. Other than for a few exceptions, at least one of our advisors has their money invested alongside yours. We dig deeper than is expected of us, until all our advisors achieve complete satisfaction. Not everybody does what we do.
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President And CcoDoceo Wealth, LlcMeridian, Id, Us -
President & CcoDoceo Wealth, Llc Oct 2020 - PresentMeridian, Idaho, Us -
Managing PartnerDoceo Capital, Llc Oct 2018 - PresentMeridian, Idaho, Us -
PresidentDoceo Life, Llc Oct 2016 - Present -
Senior Wealth AdvisorLegacy Wealth Management Feb 2015 - Sep 2020UsMy primary goal at LWM is to ensure continual firm growth. I focus on demonstrating to potential investors the value that can be added by investing and makes certain that LWM is satisfying all of their clients' investing goals.I monitor and evaluate the performance of new and existing alternative investments, including tracking and maintaining performance and process information and other related data. I often conduct due diligence analysis on alternative investments, including conducting site visits, providing qualitative and quantitative analysis of strategy, performance, portfolio and team. This also includes operational due diligence responsibilities. I also work closely with the rest of the Altruist Advisors team at LWM in designing hedging and investment strategies to deliver outside-the-box value propositions to clients. Utilizing my knowledge of equity and options trading techniques, my responsibilities include ensuring the portfolios are positioned exactly as the client dictates. -
Senior Analyst/Co-Portfolio ManagerDesert Rose Capital Management Jun 2012 - Dec 2017Meridian, Idaho, Us
David J. Education Details
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Arizona State UniversityEconomics
Frequently Asked Questions about David J.
What company does David J. work for?
David J. works for Doceo Wealth, Llc
What is David J.'s role at the current company?
David J.'s current role is President and CCO.
What schools did David J. attend?
David J. attended Arizona State University.
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