Responsive and Approachable Investment Management
Duran Capital Management
Offers In-Person or Virtual Portfolio Consultations Focused On Your Goals
Our founder, Jacqueline Duran, has a background in Private Real Estate Investments, Wealth Management at Merrill Lynch and Wealth Management, Portfolio Management and Venture Capital services experience at Morgan Stanley. Duran Capital Management was founded to be your true Fiduciary enabling advice across all investment classes. The value we deliver to you and your family is the peace of mind that comes from working with someone you trust who has the skills and deep understanding of your specific needs. Our mission is to simplify your complex financial situation to apply a clear financial path to give you time to pursue your life’s passions.
- A 100% independent firm
- Fee-only financial advisor with complete transparency on fees paid
- Portfolio access via secure online portal 24/7
- Secure holding of assets with Charles Schwab Custodial Services
Our Mission
Excellence in Helping High Net Worth Individuals Plan For Their Unique Goals and Family Legacy
Founder
Jacqueline Duran
Duran Capital Management
We provide in-person or virtual portfolio reviews and customized approaches to manage your
portfolios:
- Diversification strategies using customized investment models.
- Tax-efficient asset allocations.
- Manager search, due diligence, fee negotiation, and advocacy.
- Trading execution through multiple exchanges, vehicles, and financial institutions.
At Duran Capital Management
We're committed to helping you set goals and reach them
Learn how to be smart with your money for the sake of improving your personal or business finances. Your enhanced financial outlook is our top priority. Our team of experts is well versed in an array of monetary goals including investing. We specialize in a high level of professional excellence to serve you. Our open line of communication gives you direct input in creating your financial strategy.
