Donoghue Forlines LLC provides investment management services to individuals, corporations, and institutions. The firm offers a wide selection of proprietary model portfolios, including blended portfolios, rules-based tactical strategies, and global tactical product suites that invest in equities, fixed income, alternative assets, mutual funds, and exchange-traded funds. Donoghue Forlines combines quantitative analysis and technical research, utilizing moving averages and market indicators to tactically shift assets and manage downside volatility. In addition to managing direct client accounts, the firm provides model portfolios and trading signals to third-party financial advisors and platforms. The firm also serves as the investment advisor for several proprietary mutual funds, exchange-traded funds, and variable insurance trust funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally non-negotiable and payable quarterly in arrears based on the average daily balance.