The District Capital Group

Mission

To help ultra-high-net-worth families and business owners undergoing transformational liquidity events preserve and grow their wealth, so they are better positioned to achieve positive impact now, and for future generations to come.

In this endeavor, we have developed a disciplined process that aims to actively manage each portfolio and make responsible investment recommendations that consider all aspects of a client’s financial well-being.

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

Proud to work with a nationally recognized teammate

At The District Capital Group, we are very proud that Financial Advisor Ayesha Yasin has been named to the Forbes Top Women Wealth Advisor Best-In-State list in 2025. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Ayesha!

Global Insight Monthly

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

The financial impact of dementia

Alzheimer’s disease and cognitive decline have a devastating impact not just on those with disease.  It’s also a physical, emotional and financial burden on caregivers – a job that usually falls on family members.  

In this Wealth Insights Report, we surveyed 1,000 current and former caregivers of family members to gain insights into the impact of cognitive decline on their loved ones – and to better understand the financial burden associated with caregiving.

Learn more

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact us today to learn more about our customizable solutions designed to help you strengthen your financial security.