Diversified

D+WEP believes that diversification goes deeper than simply holding a mix stocks, bonds, precious metals, etc. We combine multiple models and strategies with low or negative correlations to build the overall portfolio.

Verified

Theta Investment Research monitors our D+W ROW with Sectors, D+W ROW 2.0 and D+W Sector Rotation portfolios by tracking the daily results of these portfolios. Ask an advisor how you can verify our performance.

Recognized

Our D+W Sector Rotation portfolio finished in the top three of the 2016 NAAIM Shark Tank competition held by the National Association of Active Investment Managers.

About us

Who We Are

Dauble+Worthington Equity Portfolios (D+WEP) is a Registered Investment Advisory firm (RIA).

What We Do

Dauble+Worthington Equity Portfolios (D+WEP) specializes in tactically allocated, trend-following investment programs. Our portfolios focus on risk control while striving for absolute and relative price performance. D+WEP concentrates on professional money management, research, and trading. We actively manage portfolios and trade accounts for our clients. By balancing risk management with growth, we believe we can show why our strategies are appropriate for most investors. Using our quantitative research, we have established proprietary trading systems which result in low draw-down and consistently positive returns. (more…)

Ready to talk? Click the "Schedule Meeting" button to set up a meeting.