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Donald Cuba

Advisor at DMC Capital Management Inc

Updated today

Firm

DMC Capital Management Inc

Location

Tinley Park, IL

Credentials

Series 66

Industry experience

22 years

About

Donald Cuba is a financial advisor at DMC Capital Management Inc with 22 years of industry experience. He holds a Series 66 designation and has worked with AllState Insurance Company and the Chicago Board of Trade since 2004. In addition to his advisory role, he provides technical support at the Chicago Board of Trade. DMC Capital Management Inc offers portfolio management and advisory services primarily for individual and retirement accounts, including IRAs, trusts, and employer retirement plans. The firm serves a small, closed client base and focuses on investor education with a long-term allocation strategy centered on mutual funds, bonds, CDs, and cash equivalents.

Client services

Based on DMC Capital Management Inc

Portfolio management

Expertise

Based on DMC Capital Management Inc

Passive / index investing Cash flow / budgeting

Fee options

Percentage

0.25% quarterly (equivalent to 1.00% annually on equity positions)

Location

Tinley Park, IL

Most active in

Illinois

Work history

AllState Insurance Company

2004 - Present (22 years)

Chicago Board of Trade

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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