At Doucet Asset Management, we freely admit that
not all investment managers are right for all clients and not
all clients are right for all investment managers. Our firm was
founded on the premise that forming long-lasting partnerships
would lead to success both for our clients and the firm. With
many of our client relationships dating back more than 20 years,
this has proven to be particularly true.
Accounts are never accepted for the sheer sake of
increasing assets under management or generating commissions.
Rather, client relationships are approached as individual
partnerships. Prior to forming a client partnership, an in-depth
assessment of each prospective client’s objectives and constraints
is performed to ensure that they align with our investment process.
Once identified, client objectives and constraints
drive the portfolio construction process. In keeping with the
boutique nature of the firm, service and responsiveness are integral
throughout the process, and profit objectives of the firm are never
placed before those of a client. Furthermore, by being organized as
an independent registered investment advisory firm, we are able to
maintain our objectivity, reduce conflicts of interest, limit
inventory bias as seen with major the major wirehouses, and better
align our actions with client goals.
We have found that our firm caters best to
individuals and institutions exhibiting certain characteristics;
therefore, we are selective when choosing to partner with a client.
Our clients are:
- Business Minded
- Financially Sophisticated
- Market Knowledgeable
- Value Oriented