Douglas Capital Management provides the highest level of supervision and investment management for the portfolios of both institutional and individual investors.

Our main objective is to maximize portfolio returns while minimizing market volatility through select investment in domestic US equities and investment grade bonds. Asset allocations within portfolios are actively reviewed  and adjusted dependent upon market outlook within preset client parameters.

Our asset management services are individualized and are provided to employee benefit plans, individual retirement accounts, corporations, trusts, estates and high net-worth individual accounts. Each account is separate from all others, with no commingling of assets. We encourage our clients to meet with us during the course of the year to discuss performance, the current outlook, and changing objectives.

Balanced Portfolios

Domestic Equities

Intermediate Fixed Income

Founded in 1974