Dougherty Wealth Advisers LLC Innovative Financial Solutions Nationwide

Investment Strategy

At Dougherty Wealth Advisers, our investment strategy begins with well-diversified portfolios which seek to maximize returns for each client’s given risk tolerance. By taking the time and asking the right questions, we construct personalized solutions to meet the financial needs of our clients.

The core of our philosophy is characterized as follows:

Dougherty Wealth Advisers focuses on constructing diversified portfolios, tailored to our client, which are intended to add value over the long term. Our clients’ portfolios are primarily constructed across several asset segments and a variety of investment solutions – domestic and global, equity and fixed income, developed and emerging markets, real assets, and alternative strategies.

Portfolios are invested in all economic environments and market conditions. We rebalance periodically to maintain our strategic asset allocation among all holdings – including your 401(k), IRA’s, Brokerage, and other investment accounts. We maintain a high standard of supervision and due diligence to keep your portfolio well-structured to your asset allocation as well as your personal goals.

We utilize a full array of investment strategies and portfolio construction techniques to meet client needs, including:

  • Active and passive investment strategies
  • Tax aware and tax efficient portfolio construction
  • Multiple investment structures (e.g. mutual funds, ETFs, closed-end funds, private placements, hedge funds, and alternative investment strategies)