Bey-Douglas, LLC Investment Counsel

Bey-Douglas provides portfolio management and retirement-plan advisory services to individuals (including high net worth clients) as well as pension and profit‑sharing plans, charities, corporations, trusts and estates. The firm offers both discretionary and non‑discretionary management, ongoing account reviews, and participant education and fiduciary consulting for plans under ERISA.

Its investment work is organized around two primary strategies: the Disciplined Investment System (DIS), a tax‑aware, large‑cap core equity approach generally holding 20–30 S&P 500 companies, and a Diversified Allocation Method (DAM) that blends equities, fixed income, ETFs and mutual funds across tactical allocations; model portfolios are used to align holdings with client risk profiles. Accounts are generally kept fully invested and managed based on individualized Investment Plans, with DIS designed for relatively low portfolio turnover (generally under 25% annually).

Among peers, the firm’s recent operational adjustments are notable: it formerly sponsored a wrap fee program but discontinued that product effective December 31, 2025, and it maintains an arrangement to access its DIS through an external manager. The firm also discloses that some employees are dually registered with another adviser following the acquisition of certain accounts, a change it identifies as a potential conflict addressed through supervision and disclosure.