The Douglass Group

Clients, especially those preparing for the next stage of their lives, face a number of challenges in managing significant wealth. Our team understands the obstacles, the opportunities and the many forms of risk. We are adept at developing strategies that help clients create the kind of future they want–on their terms, within their outlook.

In helping you define and chart a path toward your goals, we take into consideration your assets, your objectives and, just as important, your attitude and habits regarding money. We'll look at how you can segment your assets into portfolios targeting preservation, income and liquidity, intermediate and long-term growth, plus any special objectives you have. We'll also look at how to help you:

Manage For Risk:

Is there too much or too little risk in your portfolio? Are your goals matched correctly with the risk you're willing to take? How and where can your exposure to risk be offset where needed?

Structure For Growth:

How much growth and liquidity do you desire? How can the impact of taxes and inflation be minimized? Which alternative investments, if appropriate, have potential long-term growth?

Prepare The Portfolio Against The Unexpected:

What tactics could respond to adverse markets? What strategies can help your family manage in case of lost income or the loss of the primary earner? How could changes in family structure affect the overall portfolio?

We'll also help you review your portfolio and we can make tactical suggestions on modifying asset allocations or percentages based on performance and market trends.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.