Dtm3 Corporation

Overview

Dtm3 Corporation is a small, independent registered investment adviser operating as a corporation and focused on individuals and families. The firm provides financial planning, portfolio management for individual and small-business clients, and the selection of third‑party advisers when a specialized manager is appropriate. It also operates as an insurance broker, which it uses to integrate annuity and other insurance solutions into client plans. Dtm3 runs client relationships primarily on a discretionary basis and charges a mix of asset-based fees and hourly consulting fees. The firm is not positioned as an ESG investor and does not describe itself as a multi‑state adviser. Investment activity is concentrated and conservative in structure: the manager allocates the bulk of client assets to pooled public funds and mutual funds rather than pursuing large direct‑equity positions. The firm acts as a capital allocator — placing client capital into outside managers or packaged fund strategies when that approach better serves client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices