A complete list of active advisors currently associated with Douglass Financial Group

Warmer can help you find a great advisor at Douglass Financial Group or one who fits your needs even better.

Douglass Financial Group serves individual and high-net-worth clients, offering ongoing portfolio management and investment supervisory services tailored to each client’s goals, time horizon, and risk tolerance. The firm prepares an Investment Policy Statement for each client and also provides advisory services for 401(k) plans. The firm’s investment approach centers on portfolio construction to balance expected return against risk, using mutual funds, ETFs, REITs, hedge funds, real estate and insurance products when appropriate. It documents client risk profiles, typically operates under written discretionary authority, and conducts account reviews at least monthly with clients receiving custodian account statements monthly or quarterly. Notably, the firm distributes periodic newsletters or periodicals to clients, a practice that is uncommon among independent firms and is highlighted alongside the brochure’s availability and an on-request Code of Ethics. The brochure also discloses a recent custodian change to Charles Schwab (and related receipt of research/soft-dollar benefits) and a material update that the principal is no longer a licensed insurance agent.

To learn more about the advisors currently working at Douglass Financial Group, 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.

Name	Location	Years of experience
Robert Douglass	Greenwood Village, CO	24

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