Dougherty & Company LLC Innovative Financial Solutions Nationwide

Packaged Products

Dougherty & Company offers a complete array of packaged products to assist you in attaining your investment goals. You can choose from Mutual Funds, Annuities and UITs offering investment strategies and styles which can be matched to your objectives.

Mutual Funds

A Mutual Fund is an investment product that pools money from many investors and invests the money in stocks, bonds, short-term money-market instruments, other securities or assets, or a combination of these investments. Because professional managers provide ongoing supervision of mutual fund holdings, mutual funds can be a quick and efficient means of managing money. In addition, mutual funds may provide diversification, an important element of a well-rounded investment portfolio.

We can help you build a portfolio that’s right for you, selecting from thousands of funds from hundreds of fund companies. We can help you understand the advantages and disadvantages of mutual fund investing and can help you identify funds that match your goals and tolerance for risk.
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Annuities

An Annuity is a long-term insurance product that pays out income. Many people purchase an annuity to provide a combination of protection, tax deferral and income in retirement. Each of the three annuity types offers unique benefits for individual retirement income needs:

  • Fixed annuities provide a guaranteed principal and guaranteed rates of return, plus tax benefits. (Guarantees are subject to the claims-paying ability of the issuing company.)
  • Variable annuities offer the potential for greater income based on market performance. (Variable annuities are complex investment vehicles that are subject to market risk, including the potential loss of principal invested.)
  • Income annuities provide a specific amount of income for the rest of your life or for a specified length of time. (The underlying income units may be in either fixed or variable investments, thus the income payments may fluctuate over time.)
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Unit Investment Trusts (UIT)

A Unit Investment Trust (UIT) is a pooled investment vehicle in which a portfolio of securities is deposited into a trust and only a fixed number of units are issued. UITs employ a buy and hold investing philosophy – they invest in a fixed portfolio of equities and/or bonds for a predetermined period of time. The securities within the trust, which do not change during the term, are selected after in-depth analysis and research and come from a variety of investment styles, sectors and asset classes.
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