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About Douglas Capital Management Inc.
With a team of focused and experienced professionals, Douglas Capital combines the resources and expertise of a large firm with the personalized attention typically associated with smaller boutique firms. They emphasize risk mitigation and long-term success, underpinned by thorough, objective investment research and selection.
The firm's approach is deeply collaborative. They work alongside clients to ensure their strategies are consistently aimed at achieving optimal financial outcomes. Clients' goals are viewed as an extension of their own, and they tirelessly work to help clients attain each one.
Douglas Capital's guiding principle is prioritizing what's best for clients, with a strong focus on performance. They offer a results-oriented approach to professional money management through various investment vehicles and strategies, forging long-term relationships built on drive, objectivity, and personalized, responsive service.
The firm also collaborates with other professionals like CPAs and attorneys to ensure that their planning fully aligns with clients' needs, offering services that encompass investment management, asset preservation, retirement and estate planning, and charitable giving. Douglas Capital's commitment to due diligence and proactive guidance places clients and their goals at the forefront of everything they do.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Strategies
- Portfolio Management
- Retirement Planning
- Risk Management
More about Douglas Capital Management Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 106262 | 3 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Douglas Capital Management Inc..