Investment Philosophy
Taking Your Investments Out of the Ordinary

A Plan Tailored to Your Needs

At Doffin Investments, we design customized wealth management plans for our clients based on their individual financial situations, goals and aspirations. To do this, we create a tailored plan that balances your return, principal and liquidity goals. We also use a wide range of investment strategies and alternative assets in portfolio building—this is done in an effort to reduce the impact of up and down movements of traditional bond and stock markets on client portfolios. All of our plans incorporate three core principles:

Exploring Alternative Strategies

Our wealth building philosophy is designed to capitalize on the opportunities presented by today’s uncertain times. We believe that even a strong investment philosophy may falter if it is inflexible and incapable of adapting to new realities. That is why our approach is neither bound by outdated principals nor guided blindly by every new trend. Instead, we take advantage of a thoughtful, disciplined and flexible approach that is designed to blend both traditional and non-traditional asset categories to continuously adapt to the shifting financial landscape.

Maintaining Assets

A strong foundation is essential to the long term-success of any investment portfolio. Our asset allocation models are calibrated to reduce volatility and minimize risk, for more stable portfolios that may be resistant to the erratic swings of equity markets. Maintaining assets during times of poor market performance can help to create a solid platform for growth when market conditions improve.

Maximizing True Net Return

True net return, a measure of a portfolio’s gain (or loss) over time after adjusting for fees, taxes and inflation, can gauge your portfolio’s performance. By implementing unique investment strategies designed to enhance overall performance, as well as incorporating strategies for reducing fees and taxes, Doffin strives to maximize our clients’ true net return relative to goals. While conventional portfolio-building techniques may focus on clients’ individual investments, this approach allows us to consider, and work to improve, your financial situation as a whole.

Discover how the Doffin 5-step process can help you change the way you invest
Learn more about Doffin’s mission to help clients take charge of their finances

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