This motivates everything we do.

We analyze high-quality investment products and services for institutions, foundations, pension funds, qualified institutional buyers, and accredited investors. We emphasize using insightful risk analysis and innovative techniques. Douglas Financial does not participate in retail activities or offer investment opportunities to the general public.

We maintain a working knowledge of overlay products. We closely examine their feasibility and suitability for quantitative applications to existing portfolios as collars and alpha enhancements.

We perform careful due diligence of any product offerings before presenting them. Douglas Financial bases its record, reputation, and corporate pride on the thoroughness of its work in this critical area.

We recommend only those products and services we believe will satisfy our objective  
–  to increase your ROI.

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Douglas Financial LLC became a member of FINRA in July 2002.
The firm is located in midtown Manhattan.

Douglas Financial also structures mergers and acquisitions and private placements under SEC Rule Regulation D. The Company raises funds for money managers. It examines futures strategies to maximize return on investments in managed funds. Douglas acts as a consultant to high net worth investors and institutions on portfolio construction using derivatives. It is also a broker selling direct participations in primary distributions.

The Company specializes in alternative investments, such as the Standard and Poor's Diversified Trends Indicator (S&P DTI), a long/short (index-like) futures strategy, which has historically produced a robust Portable Alpha strategy when used as an overlay to any portfolio.

Douglas Financial has representatives in New York City, San Francisco, and Washington, DC.