ANDREY, DOUGLAS

Overview

Douglas Andrey operates a small, sole-proprietor advisory practice focused on portfolio management for individuals and small businesses. The firm runs on a fixed-fee model and manages a concentrated book of business, using public mutual funds as the core sleeve of client portfolios while selectively allocating to third-party alternative managers. The adviser does not position itself as an ESG investor and is not set up as a multi-state or pension consultant practice. Investment activity is geared toward straightforward, fee-for-service portfolio management rather than institutional consulting or complex institutional solutions. The practice appears to emphasize diversified public fund exposure for core equity and fixed-income needs and supplements those holdings with hedge fund and real estate allocations where appropriate for return enhancement and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices