About us...DCP Asset Management is a local, independent investment management firm based in Northeast Ohio that takes a proactive approach to managing our client’s portfolios. Every decision that we make begins with the interests of our clients, not in some corporate boardroom.What defines us...* We have over 25 years of experience in the investment industry.* We don’t have a corporate management team that dictates what types of investment products we should use.Our investment philosophy...* We believe that diversification is essential to wealth accumulation.* Charging lower fees and choosing investments that have lower expenses means more money in your pocket.Types of investors that benefit the most from our approach...* Individuals that value professional money management and are not do-it-yourself investors.* Individuals who are looking for a way to enter or re-enter the market.* Investors who have a 401k or IRA rollover or for existing accounts that haven’t performed well.* Have a minimum of $25,000 of investable assets.Our investment and insurance licensing credentials:* Investment Advisor Representative (Series 66) * General Securities Representative (Series 7) * Current Investment State Licenses: OH, PA, Washington DC* Insurance Credentials and Lines of Authority: Life, Health, Variable, Long Term Care* Current Insurance State Licenses: OH, PASpecialties: * Professional Investment Management-Advisory/Wrap Accounts* Retirement Planning - 401k rollovers, SEP IRAs, SIMPLE IRAs, Traditional and Roth IRAs, and Personal Pensions.* College Savings - Coverdell ESA, 529 Plans, UGMA/UTMA* Mutual Funds, Stocks, Bonds, ETFs, Annuities, Life InsuranceSecurities and brokerage services offered through SA Stone Wealth Management, Inc. Member FINRA /SIPC. Advisory services offered through SA Stone Investment Advisors, Inc., an SEC-registered investment advisor.