Doucet Asset Management provides discretionary portfolio management services for individuals, high-net-worth individuals, pension plans, trusts, and other entities. The firm offers several investment strategies, including the Doucet Value Momentum Portfolio, Doucet Value Income Portfolio, a Fund Allocation Program utilizing mutual funds and exchange-traded funds, and access to separately managed accounts. Portfolios are customized based on each client's investment objectives, risk tolerance, time horizon, and tax situation. Doucet Asset Management employs fundamental analysis and various screening tools to construct diversified portfolios across equities, fixed income, and alternative assets. The firm also acts as a sub-advisor for other registered investment advisors.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.25% to 2.00% annually depending on the specific portfolio program selected. Fees are negotiable.