Our Firm

Docsa Capital Management, Inc. is an independent, fee-only financial advisory firm, offering personal, confidential financial planning and portfolio management services to individuals and small businesses since 1987.  We are a Registered Investment Advisor firm in the States of Michigan, Florida, California, and Louisiana.

Our primary objective is to assist you in your efforts to attain your major life goals and aspirations, as well as to help you plan for and maintain financial security.  We take a proactive, integrative, balanced and individualized approach to planning, implementation and investing.  We do this by working collaboratively with you to create and maintain wealth, while balancing your life choices, personal values, financial decisions, and reducing financial risks.

Your best interest is our prime directive.  We work exclusively for and with you.  There is no product or service sales of any kind.  We strive to minimize conflicts of interest by being independent, transparent, and candid when a conflict of interest arises.