Douglas Bagwell builds portfolios that reflect the objectives and risk tolerances of each individual client. Throughout our process, the focus on growth and emphasis on quality of earnings remain a constant.

Each portfolio contains a measured mix of stock, corporate or government bond, fixed income and exchange traded fund positions with core holdings in established growth companies and no load multi-class mutual funds.

When appropriate, core positions are complemented with smaller commitments to emerging and early-stage growth companies. Special situation stocks, often growth cyclical, may also be purchased at opportunistic times during the business cycle.

For income or asset allocation purposes we may also add a fixed-income component to certain client portfolios. Fixed-income investments generally contain U.S. Treasuries, Agencies, Preferred Shares, Certificate of Deposits and high-quality Corporate and Municipal bonds.