PORTFOLIO MANAGEMENT PLATFORM

Multi-Fund Portfolio Operating System

Select a Fund

DCM

Benchmark: ACWI

Portfolio Value

$36.67M

Live performance since Apr 1, 2026

Total Return

-0.11%

Excess Return

-398 bps

131 positions
9 funds
Since Apr 1, 2026

Monticello

Benchmark: ACWI

Portfolio Value

$8.57M

Live performance since Apr 1, 2026

Total Return

-0.88%

Excess Return

-442 bps

29 positions
4 PMs
Since Apr 1, 2026

Cavalier

Benchmark: SPY

Portfolio Value

$8.30M

Live performance since Apr 1, 2026

Total Return

+0.17%

Excess Return

+8 bps

31 positions
5 PMs
Since Apr 1, 2026

Rotunda

Benchmark: SPY

Portfolio Value

$6.19M

Live performance since Apr 1, 2026

Total Return

+0.08%

Excess Return

-1 bps

26 positions
4 PMs
Since Apr 1, 2026

Darden

Benchmark: ^SP600

Portfolio Value

$5.27M

Live performance since Apr 1, 2026

Total Return

+0.23%

Excess Return

-13 bps

22 positions
4 PMs
Since Apr 1, 2026

Colonnade

Benchmark: ^FNER

Portfolio Value

$966K

Live performance since Apr 1, 2026

Total Return

+0.97%

Excess Return

+4 bps

27 positions
4 PMs
Since Apr 1, 2026

Jefferson

Benchmark: ^RLV

Portfolio Value

$7.37M

Live performance since Apr 1, 2026

Total Return

-0.07%

Excess Return

-32 bps

26 positions
4 PMs
Since Apr 1, 2026

Multi-fund investment workflows

2026