Overview

Dightman Capital delivers a high level of individual service and attention to each client. The deep relationships we develop with our clients enable us to provide customization and accessibility that can be rare in the wealth management industry. We go the extra mile so our clients can be confident about their financial future.

We serve the Mass Affluent and HNW markets. While we operate out of Overland Park, KS, approximately 85% of our clients reside in or around the Seattle area of Washington.

We are focused on investment management and include retirement planning services along with related consulting services.

We are interested in a sell and stay (2-3 years) deal to a likeminded firm. A likeminded firm takes an active interest in and approach to investment management and financial planning within a highly efficient operational environment. Regarding investment management, we use asset allocation and diversification strategies, but we do not use static models. We do not use outside money managers. We are interested in managing the investment process internally but will use investment products like mutual funds, ETFs, etc. We are constantly observing the investment marketplace, economic environment, and the needs of our clients. We are right sized and able to respond quickly to client needs when they arise unexpectedly.

Last Activity
within 6 months

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