Helps middle class professionals in their 30s & 40s in DC, VA, MD reach their life goals through holistic financial planning.
SERVICES
We provide high-touch investment management.
We will help you be better stewards of your money.
We will help you prioritize competing goals, like pay off debt, save for retirement/condo.
No minimum investment requirement.
Achieve financial freedom, so you can focus on your family, career, & highest aspirations.
What you get: A low-cost, diversified, tax-efficient portfolio.
FINANCIAL PLANNING
INVESTMENT MANAGEMENT
OUR MISSION
District Capital Management gives independent, high-quality financial advice to middle class professionals.
We are a fiduciary - we act in the best interest
of our client. We do not sell commission-based products.
We meet clients where they are.
OUR TEAM
ALVIN CARLOS, CFP®, CFA
Alvin has helped ~200 middle-class folks take control of their finances since 2011. He is an Adjunct Assistant Professor at UMUC & has an MA in International Relations from Johns Hopkins. He is the recipient of the 2018 Financial Planning Association Diversity Scholarship. Alvin enjoys playing Ultimate Frisbee.
ANDREW KIM, CFA
Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a recent proud father.
