Charles Douglas Capital can help you achieve peace of mind and financial independence through financial planning and professional investment management services. We utilize highly rated institutional asset class mutual funds.
Our services include investment portfolio management, retirement analysis and planning, estate planning, and education planning. We develop and manage individually tailored investment portfolios on a fixed or fee basis primarily utilizing institutional asset class mutual funds.
Charles Douglas, CFP® has over 15 years of successful investment management experience. Our growth and prosperity can be attributed to an ongoing commitment to providing clients with quality investment management and personal attention.
Now is the time for you to set yourself on the path toward financial independence and peace of mind. Take the first step by giving us a call!
Our low management fees are fixed or
based on a percentage of assets managed.
At Charles Douglas Capital, we believe this
is in your best interest because we are paid for investment management, not on the basis of trading commissions charged to
your account. You can be assured your manager’s investment decisions are guided by one primary goal — increasing your
assets at a rate you’re comfortable with.