“Donoghue Forlines" is a Boston-based tactical investment firm that has specialized in risk-managed portfolios since 1986. We offer a full suite of proactive strategies designed to help advisors and their clients de-risk when market circumstances warrant it, enabling them to stay disciplined to meet their investment objectives. Our solutions feature rules-based, fundamental, thematic, and blended strategies through Separately Managed Accounts, Model Strategies, Mutual Funds, ETFs, and VITs providing flexibility to meet the demands of today’s ever-changing market environment.
Over the years together, we have evolved a compelling product lineup by combining fundamental, top-down research strategies along with rules-based disciplines.”
The firm provides professionally managed separate account, mutual fund, variable insurance trust and CIT strategies offered primarily through financial planners, advisors, and brokers through broker dealer and independent RIA intermediaries. Donoghue Forlines offers a diversified solution mix consisting of fundamentally driven Global Tactical Allocation ETF Portfolios, Rules-Based Tactical Allocation Portfolios, and Blended Tactical Allocation Portfolios that utilize both rules-based and fundamentally driven tactical strategies.
The firm is passionately committed to assisting advisors and their clients to build a more secure future. Donoghue Forlines employs technical and fundamental top-down global macro analysis to build strategies to help clients reduce volatility while striving to produce long-term capital appreciation. The firm emphatically does not believe in “the set it and forget it approach” to managing risk and has an emphasis on downside protection.
