Investment Management

Our investment management Unit is focused on the preservation of capital, taking a top down approach to portfolio construction.

The Adviser* creates a portfolio diversified across relatively uncorrelated asset classes, customized for your particular risk tolerance. The Adviser invests with an equity orientation to maximize long-term returns. Each asset class is represented by a low cost, passive ETF or closed-end fund. The Adviser continuously monitors and periodically rebalances your portfolio to maximize your chance of investment success for the long run which aims to deliver an automated investment management service that maximizes the net-of-fee, after-tax, real investment return for each client’s particular tolerance for risk.

*Douglas Bagwell & Co., LLC ("DB Advisors"), is an investment adviser registered with the States of Missouri and Nebraska. Any reference to the advisory services refers to Douglas Bagwell & Co., LLC. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC or any State Securities Division. Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.