Doherty has been built on a foundation of caring people and a sound investment philosophy. The firm fosters an entrepreneurial spirit, and is committed to our founding belief of providing clients with excellence in investment management and client service.

Doherty’s team approach promotes a collaborative culture between all areas of the firm and encourages Doherty’s ongoing promise to provide clients with prompt, reliable service and an objective investment approach that is transparent and easy to understand.

Investment Team
Planning Team
Client Service Team
Doherty & Associates is proud of the professional investment management we provide our clients which begins with the quality individuals at the firm.  Our investment team includes 6 CFA Charter holders with average experience of over 20 years in the industry.  We ensure that clients have direct access to decision makers, ensuring that our investment team is in sync with each individual client’s needs.

Doherty has been built on a foundation of caring people and a sound investment philosophy. The firm fosters an entrepreneurial spirit, and is committed to our founding belief of providing clients with excellence in investment management and client service.

Doherty’s team approach promotes a collaborative culture between all areas of the firm and encourages Doherty’s ongoing promise to provide clients with prompt, reliable service and an objective investment approach that is transparent and easy to understand.

  • Investment Team
    Doherty & Associates is proud of the professional investment management we provide our clients which begins with the quality individuals at the firm.  Our investment team includes 6 CFA Charter holders with average experience of over 20 years in the industry.  We ensure that clients have direct access to decision makers, ensuring that our investment team is in sync with each individual client’s needs.
  • Planning Team
  • Client Service Team