Dougherty & Company LLC Innovative Financial Solutions Nationwide

Managed Accounts

Dougherty & Company offers a variety of managed account options. Whether you want to trade stocks or mutual funds in a wrap program or have one of the country’s top money managers manage your assets, we can help make sure your objectives, risk profile and tax considerations match your investment choices.

With a managed account, individuals benefit from the expertise of a professional asset manager who invests and manages a specialized portfolio based on your goals. Whether you want a portfolio of stocks, bonds or a combination of the two, we’ll help you find the right managed account to get the diversification and specialization you need.

Dougherty Director

The Dougherty Director is designed for long-term investors - people who know that patience, discipline and persistence pay off. Our investment advisers work with you to best determine the appropriate mix of assets to hold in your account. Throughout the process, you are in complete control. Whether you are looking to invest in stocks, bonds, mutual funds, unit investment trusts, exchange trade funds, certain closed-end funds or certain cash products, your investments are all combined into one portfolio.

In a traditional brokerage relationship, you would pay a commission for each transaction in your account. With Dougherty Director, you pay a quarterly fee based upon the value of the account and a negotiated fee percentage, no matter how often you trade. Your fee is tied to the value of the account and it doesn’t increase unless your account rises in value. Therefore, both you and Dougherty & Company are rewarded for achieving the same goal.

Envestnet

Dougherty & Company also provides advisory services through Envestnet Asset Management, an investment management firm. Envestnet provides a range of investment advisory services through its programs, including managed account and multi-manager portfolios, exchange traded funds (ETF) portfolios, mutual fund portfolios and third party models and model providers portfolios.

"Whether you want a portfolio of stocks, bonds or a combination of the two, we’ll help you find the right managed account to get the diversification and specialization you need."