Michael T. Doll & Associates
Financial Advisors
Home Page
Your dreams for retirement, travel, leisure, charitable contributions, leaving a legacy for your family, are all wonderful goals. The fact is, without sufficient returns on your investments your dreams may be just that, dreams. Many in the business of offering financial advice would have you forget the importance of measured results in achieving those dreams. We, at Michael T. Doll & Associates, believe it should be the cornerstone that helps you achieve your dreams.
I would like to receive the following:
Weekly Market Snapshot via email
Seminar invitation(s)
Your Brochure
Please call me to schedule an in-office/in-home meeting
Our Philosophy:
Our philosophy is to use an institutional approach with our individual investors.
Between 1987 and 2006, the Standard & Poor's 500 Index delivered an impressive average annual return of 11.8%. Yet for the same time frame, the average equity investor earned only a 4.3% return.* According to Dalbar,** years of buying high and selling low have put individual investors behind the S&P 500 for the 20-year period.***
See Glossary for all items with asterisk(s)
Thank you for visiting our website www.michaeltdoll.com
Our Associates:
Michael T. Doll, A.A.M.S., Financial Advisor
Gillian S. Busard, C.R.P.S., Financial Advisor
To contact us directly, please call 941-953-3222 locally, or 888-953-3222 if you are not local.
Email us at michaeltdoll@harborfs.com
Our Philosophy continued:
While there are many factors that contribute to this difference, we believe that we have identified three important components that may allow our clients to achieve investment results closer to those of the institutional investor over the long term. They are as follows:
1) Establish and maintain use of strong asset allocation.
2) Use institutional type investments and strategies.
3) Keep costs low.
We believe that after tax investment returns are most important.
We establish strong relationships with a select group of affluent clients and believe that the relationship is strengthened only with frequent and direct contact betweeen the client and advisor. We do not employ a 'team' approach for that reason.
Our clients expect and receive no nonsense performance measured investment results.
Next Page
While there are many factors that contribute to this difference, we believe that we have identified three important components that may allow our clients to achieve investment results closer to those of the institutional investor over the long term. They are as follows:
1) Establish and maintain use of strong asset allocation.
2) Use institutional type investments and strategies.
3) Keep costs low.
We believe that after tax investment returns are most important.
We establish strong relationships with a select group of affluent clients and believe that the relationship is strengthened only with frequent and direct contact betweeen the client and advisor. We do not employ a 'team' approach for that reason.
Our clients expect and receive no nonsense performance measured investment results.
Next Page
