Investment Management

Douglas Capital Advisors brings an objective approach to investment management. We begin by meeting each client where they are at and enhancing to a more robust and/ or suitable portfolio that meets their goals, needs, and is appropriate for the current investment climate.

We believe in a ‘top down’ philosophy, where we assess the global markets both short-term and long-term, global and domestic, to identify the best trends and sectors in the market to invest. We are truly unbiased, providing a full range of investment vehicles and are believers in ‘asset class diversification.’ We perform rigorous due diligence on the money managers we employ and are capable of using analytical research and applying our own techniques when we recommend individual securities or funds directly to our clients.

Notable hallmarks to our uniqueness:

• Diversification and Risk Management- Globally diversified portfolio (of stocks, bonds, and other asset classes) that align with your risk tolerance and timeline.
• Straightforward fees- Our fees are transparent and aligned with your interests.
• Tax conscious Investing- Monitoring and evaluating portfolio turnover [from ourselves and other money managers], tax loss harvesting when appropriate, and tax coordination with your tax preparer.  
• Asset Location- Structuring your investments to maximize relative value by account type. All account types are not equal and the IRS treats certain asset classes differently than others.
• Rebalancing- Building a diversified portfolio with a mix of assets that do not move side-by-side in the same market conditions. Over time an asset class may drift away from its target allocation. We rebalance this when appropriate, while keeping your keeping your financial plan and taxes in-mind. 
• Behavioral Management, Opportunity Cost- We help clients take the emotion out of investing, by coaching and preparing you for what lies ahead in the market, and how to position yourself. We understand that “timi in the market” is much more important the “timing the market.”
• ESG, SRI, and Impact Investing- We understand that your capital and how it is invested is not only important to you but also to society. Knowing this, we intentionally seek out companies that align with our values; that have strong teams, track records, and have ESG policies or related as a priority. We do recognize that this is not a priority to all investors.

While we strongly believe in our investment management capabilities, we have an even stronger conviction and advocacy for having of a sound financial plan alongside our portfolio management services. While we recognize every client is not the same, we believe in an investment portfolio that is aligned with your financial plan creates even better outcomes.