Advisor at Farview Management, LLC
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Firm
Farview Management, LLC
Location
Atlanta, GA
Credentials
CFA®, Series 66
Industry experience
11 years
Daniel Docherty is a CFA® charterholder with 11 years of industry experience. He is the principal of Farview Management, LLC, an independent advisory firm based in Atlanta, GA. His prior experience includes roles at Colonial Pipeline, Brightworth, Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in financial modeling for a privately held gaming company and conducts data analysis and valuation work for natural resource companies focused on timberland. Farview Management provides discretionary portfolio management and model-portfolio services primarily to individual clients, including retail and higher-net-worth investors. The firm employs a bottom-up, value-oriented investment approach centered on a concentrated, long-term growth model and offers selective performance-based fee arrangements for qualified clients.
Based on Farview Management, LLC
0.86% annually
Maximum of 25% of annual returns in excess of 6% for Concentrated Long Term Growth Model Portfolio
Account minimum: $1,100,000 for performance-based fee clients (Concentrated Long Term Growth Model Portfolio); otherwise no general minimum clearly stated
Atlanta, GA
Georgia · New York
Colonial Pipeline
2024 - Present (2 years)
Farview Management, LLC
2021 - Present (5 years)
Farview Associates, LLC
2019 - Present (7 years)
Brightworth, LLC
2017 - 2018 (1 year)
Raymond James & Associates, INC
2017 - 2021 (4 years)
Bank Of America, N.a.
2015 - 2017 (2 years)
Merrill
2015 - 2017 (2 years)
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