At Desert Rose Capital Management, Inc., we are committed to the well being of all our clients and their futures.

We believe that true investing improves the lives of others through the efficient use of financial capital.  This capital provides the resources necessary to produce quality goods at great prices.  This benefits the consumer, creates the right jobs, generates tax revenues for public needs and normally rewards those that have invested with increased resources (profits), creating a “win/win” environment for everyone involved.  Disciplined investing, proper budgeting and balance in other aspects of our lives typically produces an abundance that enriches our lives and the lives of those around us.

Some of the greatest joys that we have had in life have been helping to improve the lives of others and seeing the peace and joy that it brings to them.


We all know that one of the greatest deterrents to an individual’s retirement success is procrastination.  Putting off saving for retirement due to short term needs and wants can be devastating.  As the saying goes, “Tomorrow never comes”.  A good budget and discipline are good cures for the ills of procrastination.  What people discover is that they are able to survive just fine and actually enjoy life more, when they know that they are taking care of their retirement.

We have found that the saying, “Tomorrow never comes” is also true as it pertains to charitable giving.  It is just too easy to put off giving of our time and resources until we have more time, money, etc.  The fact is, you will never feel like you have plenty of time or money.  Like retirement, one of the best cures for procrastination is a wise budget for giving that creates a healthy balance.

At Desert Rose Capital Management, Inc., we try to “practice what we preach” and have decided to contribute 5% of all our net revenues (after paying any solicitor or referral fees) to the charities listed below that are making a real difference in the world.  We believe their causes are very much in line with our ideas on the proper use of money.  Each one has a tremendous story to tell, is completely tax deductible (consult your tax advisor) and has zero or nearly zero administration costs.  This puts the full value of the contribution to work for its intended purpose.

We encourage you to click on their links and see how they are making a difference in the world.

-Kirk Stafford,  DRCM Founder and Portfolio Manager

If you would like an easy way to join us in contributing to one of these good causes, let us know.  In addition to the 5% of net revenues that we are contributing, if you agree to have the DRCM portion of your advisory fees increased, we will match that amount dollar for dollar up to another 5% of the net revenues we receive from you.  While it may not seem like much, it does add up. See details below.

Example

Automatic Amount:
Your Total Fee – 2%
Your Advisor’s Portion – 1%
DRCM Portion – 1%
Total amount to charity – .05%
Voluntarily Increased Amount:
Your Total Fee – 2.05%
Your Advisor’s Portion – 1%
DRCM Portion – 1.05%
Total Amount to Charity:
Automatic Amount –  .05%
Volunteered Amount –  .05%
DRCM Match –  .05%
GRAND TOTAL  .15%