Since 1979, our clients have trusted us to provide customized investment management solutions.  This is a discretionary service, meaning that your Portfolio Manager manages the portfolio on your behalf, based on your own unique objectives.  

  • Investment Philosophy
  • Financial Planning & Wealth Management

Doherty’s investment approach is based on the three key tenets of our investment philosophy.

1. Preservation of Capital

Our clients are entrusting us with assets they have worked their entire lives to accumulate, and we take this responsibility very seriously. Doherty’s investment process is focused not only on what can go right for stocks, but what can go wrong. Doherty is very cognizant of risk management and our investment philosophy is focused on preservation of capital and reducing risk in the investment portfolio without sacrificing long-term returns.

2. Fundamental Equity Research

Doherty’s investment team analyzes investments in the context of owning a piece of the underlying business. All investment decisions are presented to our Investment Committee for full review and analysis of the fundamentals of the underlying business. Our goal is to invest in companies for the long-term, while at the same time maintaining an ongoing disciplined risk management process should fundamentals change.

3. Value – Acquire Great Companies at Great Prices

A key component to Doherty’s investment process is assessing the fair value of a business and investing clients’ capital only when companies are at a reasonable valuation. Our disciplined commitment to focusing on company fundamentals and valuation has allowed us to outperform the market in negative years and provide strong returns with an emphasis on lower volatility.

Read more on Doherty’s investment philosophy.

At Doherty & Associates, we believe that your investment portfolio is best managed with an awareness of your total wealth allocation, and in the context of your own hopes and dreams for your family, business, and philanthropic goals.

We can help you understand of how all the pieces of your financial life fit together, and look for opportunities to optimize your wealth plan. Our investment approach allows us to design a portfolio that is customized to suit your own needs.

There is no “free lunch” in investing, but being aware of planning opportunities is the closest you can get, providing a risk-free way to boost your returns. Whether it's helping you structure your affairs in the most effective way, tax planning, or risk reduction through insurance planning, it all works together with your investment portfolio to help you live the life you want to live.

We believe strongly that our clients deserve advice that is free from conflicts, and as such, we do not sell or receive commissions on any financial products; however, we are here to help our clients make sense of the myriad of options available to them. We pride ourselves on providing conflict free advice to give our clients peace of mind.