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

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

Douglass Investment Group provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients, overseeing roughly $173.6 million in discretionary assets across 142 client relationships. Services include tailored investment advice, managed accounts and written investment strategies, with accounts typically managed on a discretionary basis by the firm’s two advisors. DIG’s investment process is multi‑strategy and client-specific, incorporating asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term holdings while aligning portfolios with each client’s time horizon and risk tolerance. The firm recommends custodian relationships with Raymond James, aggregates trades for execution, conducts periodic reviews, and delivers a one‑time financial plan with additional planning available for a fee. Notably, although the brochure focuses on individuals and high‑net‑worth investors, the firm’s reported client base also includes banking or thrift institutions—an uncommon client type for peers in this cohort. DIG is a recently established SEC‑registered adviser (formed in 2024) operating with two advisors; the firm’s owners are licensed insurance agents who may occasionally offer commissionable products, and the firm performs due diligence on service providers that use artificial intelligence components.

To learn more about the advisors currently working at Douglass Investment 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.