MACDOUGALL FINANCIAL COUNSELING

Overview

Macdougall Financial Counseling is an independent, SEC‑registered registered investment adviser organized as an LLC and operating as a capital allocator for high‑net‑worth individuals, families and select institutional clients. The firm concentrates on discretionary portfolio management and financial planning, with a clear preference toward equities as the primary return engine. Its advisory services include portfolio management for individuals and small businesses, financial planning, and the selection of third‑party advisers, and it also operates as an insurance broker—indicating an integrated approach that pairs investment management with risk‑transfer and insurance planning. The firm’s investment approach blends core equity exposure with complementary strategies: exchange‑traded equities form the backbone of client portfolios, while mutual funds, private equity and hedge fund allocations are used selectively to add diversification, return enhancement and access to less correlated sources of return. As a capital allocator, Macdougall typically sources external alternative managers for suitable clients and structures portfolios to reflect both long‑term strategic positioning and tactical adjustments through liquid equity instruments.

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Location & Offices