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Investment Strategy

In today’s environment of volatile financial markets, changing tax laws, and an overwhelming number of choices, individuals, families, non-profit organizations and small businesses often require sophisticated management and oversight of their financial affairs.

With extensive financial experience, Donohue-Hart & Associates functions as a central resource for the financial needs of our clients. Our partners and associates are registered representatives and/or investment advisor representatives of Founders Financial Securities (FFS) an independent, full-service broker/dealer and a registered investment advisor.

We are not driven by sales goals and quotas and have the flexibility to structure a client’s portfolio using the full-range of financial products available.

With this in mind, Donohue-Hart has built a team of seasoned professionals with expertise in a wide range of disciplines including financial, business, and estate planning; deferred compensation; retirement and tax planning; insurance; and employee benefits.

With our established team, Donohue-Hart can help clients to discern which investment opportunities and tax strategies will most effectively leverage existing assets and discuss tax shelters where applicable.

As well as financial planning and analysis, members of Donohue-Hart can implement investment and risk management plans through Founders Financial Securities, or at the client’s preference, we will actively work with outside accountants, attorneys, insurance agents or other advisors to help ensure that your financial goals are being achieved.

Much as the CFO of a corporation oversees the financial side of the business, it is our goal to serve our clients through the oversight and coordination of their financial affairs.