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Middleton Dickinson Capital Management LLC, ("MDCap")
is a federally registered investment advisor located
in Geneva, Illinois.
Established in January 2006, President
and Chief Investment Officer, Tom Dickinson brings many years of
financial and portfolio experience to his clients. Together with
Tom, Debra Middleton, the firm's Vice President and Chief Compliance
Officer, ensure that all MD Cap associates comply with regulatory rules and
requirements. Both Tom and Debra and their advisers,
Bentley Myers and Jim Walsh, have extensive
experience working for a major money center bank managing
treasury portfolios and are members of the Managed Futures
Association.
MD Cap offers
professional fee-only investment advisory services. We are not
a broker dealer and our advisory representatives are not registered
representatives of any broker dealer firm.
We are customer driven and offer
the following to our clientele:
- Treasury Services
-
Separate account management
-
Separate custody of accounts
-
Custom portfolio management
-
Never any commingling of portfolios
-
Outstanding customer service
Products offered (but not limited to):
- Treasuries
- Agencies
- Repurchase Agreements
- Domestic Certificates of
Deposit
- Commercial Paper
- Euro Dollar Time Deposits
- Yankee Certificates of Deposit
MD Cap's services
are primarily provided to sophisticated investors; commodity pool
operators, hedge funds or other institutional entities. The
disclosure of advisory services, fees and additional information can
be found in the firm's ADV Part II.
Clientele engaging our investment
advisory services must play an active role in the formulation of
investment directives. The ongoing investment management
services provided are based upon unique individual needs presented
by the client. MD Cap will allocate the
client's investable assets under management among various
investments approved by the client. All clients receive
individualized advice and services.
Our Privacy Policy can be viewed on
the Disclosures page of our website. |
