Empowering Professionals, Entrepreneurs and Investors to Fulfill Their Life Goals
Your unique goals and family legacy are our mission. Simplify your complex financial situation and apply financial discipline with Total Life Plan.
Duran Capital Management
Offers In-Person or Virtual Portfolio Consultations Focused On Your Goals
Our founder, Jacqueline Duran, offers financial skills and experience with a background in Private Real Estate Investments, several years of Wealth Management experience at Merrill Lynch, and more recently a Wealth Manager and Portfolio Manager at Morgan Stanley. Jacqueline decided to open her own practice as she loves what she does and wants to put her clients first.
Jacqueline Duran
Founder
Our Mission
Excellence in Helping Professionals, investors and entrepreneurs Plan For Their Unique Goals and Family Legacy
Duran Capital Management
DCM provides 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.
Our Process
- Legal fiduciary obligation to place Clients’ interests first.
- Personalized Investment Portfolio by clearly defining portfolio parameters and risk tolerance.
- Clearly defining liquidity needs and implement strategies Implement and Monitor Investments Ongoing portfolio rebalancing at no additional cost.
- Custom tax-loss harvesting, offsetting taxes on gains and income
- In-person or virtual portfolio reviews.
- Customized approach to manage your portfolios.
- We combine trust, skill, and a deep understanding of your specific needs.
Book Your Appointment Now!
Total Life Plan
Wealth Management
ESG Investments
Uncover investment opportunities
Foundation and Endowment Planning
Use a variety of financial management tools
Estate Planning
Customizing financial strategies for your unique family needs
Market Updates
Alternative Investments
Alternative investments can help diversify your portfolio while targeting inflation-beating returns. A percentage of your
Montecito Journal
Santa Barbara Financial Advisor Jacqueline Duran knows money – but more than helping you make cash
Investing in Art
It is a great idea to diversify your investments, if you can afford it. However,
Recession, what typically happens during a recession. The biggest concern is unemployment. However, the pandemic created employee shortage where employees gained negotiating power. This doesn’t mean that some industries won’t be affected such as construction and the mortgage industry as the housing market cools but unemployment may continue to stay relatively low. The housing market has certainly slowed down but the demand is still there as our population in the United States increases. We may already be in a recession, the question is for how long and who will be affected the most.
Diversifying your Investments
In 2023, we expect total originations to fall to $2.22 trillion, but this is still an upward revision of $19 billion from last month’s forecast, entirely due to an upward revision to purchase originations. Economists are suggesting that this is because higher home prices outweigh the down revision to home sales. Jul 20, 2022
The U.S. economy will likely tip into recession during the first quarter of 2023 and shrink 0.4% for the full year as the combination of high inflation and tightening monetary policy bedevils consumers and businesses, Fannie Mae economists said.
2023 Economic Outlook
