DiGiorgio Capital Management provides investment management services, offering clients a choice of conservative or moderate investments consisting of mutual funds, stocks, or a combination of both. They focus on mutual funds, equities, and fixed income investments like U.S. Treasuries or bonds. DiGiorgio Capital Management manages client portfolios on a non-discretionary basis, meaning they need your approval before making any trades.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable for larger accounts.