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:
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.