A successful portfolio requires detailed planning and an active risk management approach gained from years of financial experience and the right mix of investments. Our overarching strategy is to seek investment opportunities we consider undervalued based on intense economic research, both traditional and non-traditional metrics, and may include investments across all asset classes and market capitalizations.

Signature products and services include:

Fixed Income Strategies

In order to meet client cash flow requirements while reducing volatility risk, we may recommend allocating a portion of overall assets to a fixed income strategy through investments in municipal bonds, mortgage backed securities, corporate bonds and/or government agency securities. At Doucet Asset Management, we have created an infrastructure through which we produce a powerful and efficient way for our clients to invest in bonds. We perform primary research on every bond we buy and sell augmented by the opinions of industry contacts we trust. As for execution, we proceed with the goal of buying below the bid side and selling above the offer side and have eliminated costly layers of infrastructure which fail to add value to the process. We are confident that we have created a business model that gets our clients closer to the end product.

Managed Equity Strategies

We currently manage two separately managed account portfolios, a growth and income portfolio and an all-capitalization growth portfolio. Each are driven by the premise that financial markets are inherently inefficient and these inefficiencies provide opportunities. We understand the importance of measuring the relative value of securities over long periods of time and over different economic cycles. We feel this approach may help minimize the downside performance risk a stock may have on a portfolio and maximize a stock’s upside potential.

Long term performance requires a rigorous research process includes:

• Tapping the knowledge base of industry experts who are able to help us understand the businesses of the companies in which we invest.
• A keen understanding of economic history which inevitably repeats itself.
• Establishing entry points which provide an adequate margin of safety.
• The experience and understanding of market mechanics to “buy when others are fearful and sell when others are greedy.”