Folger Nolan Fleming Douglas Capital Management, INC.

Folger Nolan Fleming Douglas Capital Management provides discretionary investment management services to individuals, trusts, estates, pension plans, and charitable organizations. The firm utilizes a long-term buy-and-hold strategy, focusing primarily on large-capitalization equity securities and fixed-income investments such as U.S. Treasury securities, municipal bonds, and corporate debt. Portfolios are customized based on each client's specific investment objectives and risk tolerances, with the flexibility to incorporate exchange-traded funds for broader market or sector exposure. Folger Nolan Fleming Douglas Capital Management operates as a wholly owned, indirect subsidiary of Folger Nolan Fleming Douglas, Incorporated, a dually registered broker-dealer and investment advisor. Most clients direct their brokerage transactions through this affiliate, where trades are cleared through Pershing. The firm manages accounts on an individual basis and maintains an Investment Policy Committee to oversee its approved security buy list. Clients receive regular quarterly reports detailing their account holdings, valuations, and capital gains or losses.