Bey-douglas, Llc Investment Counsel

Bey-Douglas, LLC Investment Counsel, established in 2000, provides portfolio management services with a focus on continuous management of client assets. The firm manages $149,539,010 in client assets on a discretionary basis and $5,260,990 on a non-discretionary basis as of December 31, 2024. Bey-Douglas develops a Financial Profile and Investment Plan for each client based on their financial circumstances, goals, and risk tolerance. The firm primarily invests client assets in the Disciplined Investment System (DIS), a large-cap core equity value/growth management style utilizing S&P 500 companies. Clients can grant discretionary authority for Bey-Douglas to manage their accounts, allowing the firm to formulate investment strategies and make transactions without prior client approval. Non-discretionary portfolio management services are also available. The firm offers a wrap fee program, retirement plan advisory services, fiduciary consulting services, and IRA rollover recommendations. Bey-Douglas does not accept performance-based fees, serves various client types including high net worth individuals, and generally requires a minimum account size of $300,000. The firm's investment strategies involve fundamental and technical analysis, and clients may invest in equity securities, corporate debt securities, mutual funds, ETFs, and more. Bey-Douglas charges management fees based on a percentage of assets under management and does not accept commissions for investment advice. The firm does not have any disciplinary events to report and maintains a Code of Ethics to ensure fair and honest practices. Clients can direct brokerage and custody arrangements, and Bey-Douglas votes proxies based on the best financial interests of clients. The firm has no financial impairments and is federally registered, not state-registered.