A complete list of active advisors currently associated with Douglas Anderson, III

Warmer can help you find a great advisor at Douglas Anderson, III or one who fits your needs even better.

Douglas Anderson, III provides investment supervisory services and tailored investment advice to accredited clients, including individuals, families, IRAs, endowments, trusts, and business entities. The firm offers discretionary portfolio management, assists clients with account establishment, and does not custody client assets — clients select and retain their own custodians. The firm’s investment process begins with consultation to develop a customized investment policy and portfolio, emphasizing long-term asset allocation, diversification, and primarily fundamental analysis with limited use of technical analysis. Mr. Anderson conducts regular account reviews, provides periodic reporting, and coordinates with clients’ accountants and attorneys on tax and estate matters when appropriate. Notable features disclosed in the brochure include the principal’s licenses as a real estate broker and as a Certified Public Accountant and his role as president of a closely held operating company, with the potential to devote as much as 95% of his time to those other business activities. The adviser also discloses the availability of both asset-based and performance-based compensation arrangements and does not publish independent research or newsletters, distinguishing its mix of professional credentials and business activities from many peers.

To learn more about the advisors currently working at Douglas Anderson, III, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.