DOUGLASS INVESTMENT GROUP

Overview

Douglass Investment Group is a fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm structures client relationships around a percentage-of-AUM fee model and appears to favor pooled public investment vehicles—primarily mutual funds—rather than a heavy concentration in direct individual equity positions or passive ETFs. The adviser does not identify as an active ESG investor and is not set up as a multi-state or related adviser; it is owned by an individual and was registered with the SEC in 2024. Investment activity centers on using packaged public funds to deliver diversified exposure across traditional asset classes, with annuities available as a supplemental tool for clients who need guaranteed income or insurance-linked planning. The firm’s client profile is primarily individual and family households, and its advisory mandate is concentrated on discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices