Investing is more than a job to me. It is my life’s work. Since 1988, I have worked with investors, both directly and through their advisors, to construct and manage diversified investment portfolios.
Through this time, I have seen good markets, flat markets, and yes, several markets that most of us prefer not to remember. Each of these markets has helped me develop policies and processes to create and manage our DBS investment portfolios. We do this according to our proven investment methodology, without emotion or following market fads.
Ours is not an easy business and we understand that investors are busy with their lives. If this sounds like you, you may enjoy leaving the “heavy lifting” of analysis and investment selection to professionals like those at Duncan McHugh Investments. It is our pleasure to do this for you.
We take this responsibility very seriously. We understand your money is hard earned and through conversations you will have with your advisor, we will gain an understanding of just how you want your money to work for you. We start with your life, and build an investment portfolio around it.
Whether you choose to invest in our DBS investment portfolios, or create your own investment model, we are here to help. Please feel free to phone me directly at 850-460-8440. I am happy to answer any questions you may have.
President - Chief Investment Officer