A complete list of active advisors currently associated with Dauble+Worthington Equity Portfolios

Warmer can help you find a great advisor at Dauble+Worthington Equity Portfolios or one who fits your needs even better.

Dauble+Worthington Equity Portfolios provides discretionary portfolio management, investment recommendation and monitoring, and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Its services include tailored investment plans with ongoing supervision and rebalancing, assistance with employer-plan investments, and access to third‑party investment managers when appropriate. The firm’s investment process combines charting, fundamental, technical and cyclical analysis and relies on an independent research provider (Dorsey Wright) to inform portfolio decisions; eligible investments include equities, fixed income, mutual funds, ETFs and cash equivalents, and strategies may range from long‑term holdings to shorter‑term trading or options where the client’s profile permits. Accounts are monitored on an ongoing basis, with formal reviews recommended at least annually and periodic performance and account reporting provided to clients. The brochure explicitly includes and advertises performance information, including hypothetical performance results, which is an uncommon disclosure practice for firms in this category. The materials emphasize a client focus on individual and other institutional clients without identifying a high‑net‑worth client base and describe the firm’s use of outside managers and research rather than relying solely on proprietary models.

To learn more about the advisors currently working at Dauble+Worthington Equity Portfolios, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.