Established in 1990, Bey-Douglas is a locally owned and operated Investment Advisory firm located in Marietta GA. Our team members, George Beylouni, Martin Lysaght, Adam Hill, and Ned Moore have over 100 years of financial industry experience. George founded the firm and has served 22 years as the firm?s senior portfolio manager. Martin has 10 years of senior portfolio management responsibility and 17 years of real ?Wall Street? experience. Our firm?s mission is to provide the highest level of investment management services in all market environments. We are an investment boutique focused on investments first and foremost. We utilize three distinct strategies based on your risk tolerance or income needs.
? Disciplined Investment System (DIS) is a portfolio of 20-35 individual stocks carefully screened through a three level selection process with the primary goals of Preservation of Capital and Growth. The "DIS" is benchmarked to the S&P500 and DJIA with a historical track record back to 1998.
? Strategic Allocation Method is a diversified portfolio utilizing a mix of risk assets, fixed income, and money market. The mix of assets is tactically rebalanced across asset classes based on macro-economic factors.
? High Income Portfolio is a diversified portfolio of income producing or dividend paying securities. The portfolio utilizes closed-end funds, preferred stocks, high-yield individual stocks and fixed income securities.
Financial planning services are provided upon request.
Since we take a team approach to all of our client relationships, our description and answers are reflective of our team as a whole.
|Firm Start Year:||1990|
|Name of Custodial Firm:||Charles Schwab Institutional, TD Ameritrade, Fidelity, John Hancock|
|States Licensed in:||GA, SC, TX, NC, NY, CT, FL, AL, TN, MS|
|Number of Years with Current Firm:||23|
|Work Experience:||Our team has over 100 years of investment experience, including 17 years of real Wall Street experience, 45 years of direct portfolio management responsibility, 4 years of Certified Financial Planning experience and 12 years of Chartered Financial Analyst experience.|
|I work with the following types of clients:||Businesses , Individual Investors , Non-Profit Organizations|
|Investment Types:||Mutual Funds , Bonds , Stocks , Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||Via email , Via phone , At my office , At your home , At your office|
|Qualifications & Memberships|
|Firm's Number of Clients:||100|
|Firm's Number of Planning Clients:||5|
|Firm's Number of Managed Clients:||100|
|Assets Managed by Firm:||$60,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$150,000|
|Compensation Methods:||Based on Assets , Flat Fee , Hourly|
|Fee % Based on Assets:||0.75%-1.5%|
|Flat Fee Rate:||N/A|
|Minimum Fee Charged for Managed Accounts:||N/A|
|Minimum Fee Charged for Hourly Planning Accounts:||N/A|
|Minimum Fee Charged for Flat Fee Accounts:||N/A|
|Mon.||9:00 AM - 4:30 PM|
|Tue.||9:00 AM - 4:30 PM|
|Wed.||9:00 AM - 4:30 PM|
|Thu.||9:00 AM - 4:30 PM|
|Fri.||9:00 AM - 4:00 PM|