Dougherty & Associates focuses on wealth management. We help prepare for critical life events such as retirement, loss of a loved one, and significant wealth/business transfer. Grounding our recommendations and investment strategies in the complete understanding of our clients' objectives and, most importantly, values, can only be achieved using a thorough, sophisticated planning process. This is a lifetime process that informs and transforms the investment decisions we make over the years.
Do you have a written plan to create retirement income that will last for your lifetime? Contact us for a complimentary consultation.
Our approach to investment planning relies on core principles developed and tested since the inception of our firm. These principles are:
- Asset allocation provides the foundation to managing portfolio risk and return potential;
- Tax efficiency and asset location are critical;
- Portfolio expenses must be scrutinized and minimized;
- Open architecture, non- proprietary solutions are evaluated;
- Our most important role is to be an objective advocate. Our goal is to not only to control costs, but to also be tax efficient and to manage risk.
We leverage the power of technology to drive our disciplined 5 step investment process.