Doherty & Associates Ltd.

Website Links

Description

Doherty & Associates Investment Counsel is committed to protecting the privacy of our customers and regards this as an integral part of the service we provide you. Each employee is responsible for ensuring the confidentiality of all personal information they may access. In addition, every employee annually signs a code of conduct, which includes provisions on the protection of personal information, and signs our privacy and corporate information securities policies.

For over 30 years, Doherty & Associates Ltd. has built personal, trusting relationships, while providing time-proven investment results. We manage investments for families, individuals, foundations and endowments while maintaining strong commitments to our clients and our community.

Your personal information will only be used for the purposes stated at the time of its collection to assist us in providing you with the best possible service. To meet your service requirements, Doherty & Associates Investment Counsel may also provide your personal information to other third parties.

The Doherty Philosophy is based on a disciplined investment process, focused on preserving capital and is dedicated to achieving each client’s long-term goals.

Along with owning best in class companies, we believe in an approach which supports transparency and positive engagement through shareholder involvement. Our proxy voting service provides our clients with the option to vote in line with Socially Responsible issues and shareholder resolutions. Furthermore, because our client portfolios are comprised of individual securities (i.e. not pooled funds), we are also able to select companies which meet specific client needs.

Products & services

Similar companies nearby