Founded in 1979, Doherty & Associates Ltd. has been a trusted partner to clients and established a long tradition of quality in investment management and client service.

Doherty & Associates Ltd. offers financial solutions that are tailored to meet the unique needs of each client. We are a leading private investment management firm managing wealth by investing in high-quality equities and fixed income.

At Doherty & Associates Ltd., we believe our investment approach - “Great Companies at Great Prices” - offers the greatest opportunity for long-term financial growth. Our unwavering commitment to this philosophy allows clients to take comfort in how their investments are managed.

For over 30 years, Doherty & Associates Ltd. has built personal, trusting relationships, while providing time-proven investment results. We manage investments for families, individuals, foundations and endowments while maintaining strong commitments to our clients and our community.

Doherty & Associates has a long history of working with Endowments and Foundations, where our approach to selecting ‘best in class’ companies, fits in well with their concern to invest responsibly. We have the view that companies which adhere to best industry practices on issues related to environment, social and governance (ESG) norms, ultimately benefit from these practices.