Douglas

Bagwell

 

 

 

 

 

 

 

 

 
 
  Private Client Group
  Institutional Client Group
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Chief Investment Officer

Doug Bagwell

Private Client Service

Terry Blair

Alfred Painter

 

 

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About Us
Firm Overview
Douglas Bagwell Corporation ("Douglas Bagwell") along with its subsidiaries, is a private asset management firm based in Springfield, Missouri founded in 2005. The firm is a Registered Investment Adviser with the States of Missouri and Nebraska. We are independent managers who place an emphasis on quality of earnings in our portfolio holdings. We manage portfolios for Individuals, Financial Institutions and Professionals, Business Retirement Plans and Multi-generational Family Groups and Related Foundations.

While our core expertise is actively managed growth equities, we work closely with each client to build investment portfolios that best suit individual and institutional investment objectives and risk tolerances. For some clients, this may require complementing equity holdings with fixed-income securities. If appropriate, we also make every effort to consult with the clients' tax, financial and legal advisers to minimize the tax implications of our portfolio decisions.

Purpose Statement
Douglas Bagwell builds investment portfolios that reflect the objectives and risk tolerances of each individual client. Our unbiased, investment management services are free from the conflicts of interest that exist when proprietary products are offered. Our research is pure and our recommendations are true to the client goals.

Douglas Bagwell has adopted the business model of the Chartered Financial Analyst (CFA) Institute Code of Ethics and Standards of Professional Conduct. PDF

 

 

 

  
 
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