INTRODUCTION FOR INVESTORS
WHO WE ARE
Duncan McHugh Investments is a Registered Investment Advisor (RIA) that operates two business channels:
(Duncan McHugh Investments)
Asset Management (WealthTrust Asset Management)
Headquartered in Destin, Florida, Duncan Mchugh Investments offers comprehensive financial services to advisors, individual investors, families, trusts, estates, associations, and pension plans.
Our mission is quite simple:
To work with clients and their advisors to build, manage, and preserve client wealth according to stated financial goals.
To work with the highest degree of honesty and integrity.
To place the needs of our clients above all else.
WHY DUNCAN MCHUGH?
Old fashioned service is not lost at Duncan McHugh Investments. It is the foundation of our business approach for each client. With nearly forty years of experience in the investment industry, we understand what clients expect and set our sights to exceed those expectations.
Investing is personal at Duncan McHugh.
Personalized Investment Management combined with Personalized Service
We offer services on both a discretionary and non-discretionary basis, with portfolio recommendations based on your financial goals, risk tolerance, and time horizon.
We are NOT your average cookie-cutter, one-size-fits-all firm.
We are here to listen, understand your needs, and partner with you to build a portfolio to help you meet your goals and dreams.
OUR MANAGING PARTNERS
President - Chief Investment Officer
As the President of Duncan McHugh Investments and Chief Investment Officer of its asset management division, WealthTrust Asset Management, Mr. McHugh manages investment portfolios on a discretionary basis for the clients of Advisors who are seeking professional portfolio management services.
A trained CPA, John manages assets for individuals, foundations, hospitals, pension plans and other institutions. With more than 25 years of experience in helping investors and 18 years in private portfolio management, he utilizes his extensive knowledge in constructing portfolios with asset allocations for all levels of risk tolerance. His management of these portfolios, and in particular his selection of equities for these portfolios, has offered his investors a disciplined approach to investing with proven results.
(O) 850-460-8440 | 314-504-4379 (C)
Senior Vice President - Investment Officer
Darlene joins John McHugh as a partner, assisting in portfolio management with a concentration in fixed income investments. A native of Louisville, Kentucky, Darlene brings over 30 years of industry experience. Beginning her career with the Kentucky regional firm, Hilliard-Lyons, Darlene’s experience as a municipal bond trader offers the group a greater insight to the fixed income markets. She has worked in both an advisory and support capacity within the investment industry.
(O) 850-460-8442 | 850-533-6722 (C)
A MESSAGE TO INVESTORS
FROM JOHN MCHUGH, PRESIDENT
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