Evansville, IN Office
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Dauble+Worthington Equity Portfolios
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About
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.
Based on Dauble+Worthington Equity Portfolios
Expertise
Based on Dauble+Worthington Equity Portfolios
Location
Evansville IN
Advisors at this office
3
Advisors at this office
Nolan H
Series 65
Evansville, IN
Dauble+Worthington Equity Portfolios
Nolan Hutson is a financial advisor at Dauble+Worthington Equity Portfolios in Evansville, IN. He holds a Series 65 credential and is new to the industry with less than one year of experience. Prior to his current role, Nolan worked in tax and accounting roles and has experience at SS&C Technologies. Dauble+Worthington Equity Portfolios provides discretionary portfolio management, investment recommendations, and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis supported by independent research to guide its investment decisions across a range of securities and strategies.
Jon D
Series 63, Series 65
Evansville, IN
Dauble+Worthington Equity Portfolios
Jon Dauble is the sole advisor at Dauble+Worthington Equity Portfolios in Evansville, IN, holding Series 63 and Series 65 licenses with 21 years of industry experience. His prior roles include positions at Osage Pacific Advisor, Inc., Jon A Dauble & Co., LLC, Dauble, Wilson, Worthington LLC, and Dauble+Worthington Capital Management. Outside of investment advisory, he serves as an officer and owner of The Dauble Companies, which provides tax mitigation services. Dauble+Worthington Equity Portfolios offers personalized, discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a mix of analytical methods and provides ongoing supervision, periodic rebalancing, and performance reporting, serving both individual and institutional clients.
Jackie O
Series 63, Series 65
Evansville, IN
Dauble+Worthington Equity Portfolios
Jackie Overstreet is a financial advisor at Dauble+Worthington Equity Portfolios in Evansville, IN, holding Series 63 and Series 65 designations with 14 years of industry experience. She has been with Dauble+Worthington Capital Management since 2015. Dauble+Worthington Equity Portfolios provides discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analysis methods and offers tailored investment plans with ongoing supervision, serving both individual and institutional clients.
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