Business Details
Trusted Financial Advisers in New Orleans
Doucet Capital was founded by Chris and Suzette Doucet after identifying an unfulfilled niche in investment management. Our firm prioritizes creating and preserving client wealth through a boutique service model that eliminates costly administrative layers. With over three decades of combined industry experience, we specialize in personalized portfolio strategies grounded in proprietary research and market analysis. Our team actively seeks undervalued opportunities across asset classes while maintaining rigorous risk management protocols. We serve sophisticated investors, business owners, and institutions seeking tailored financial solutions.Our holistic approach integrates economic history, valuation metrics, and expert insights to capitalize on market inefficiencies. As a nimble advisory firm, we focus on long-term strategic allocation while tactically addressing short-term opportunities. Our commitment to transparency ensures clients receive direct access to investment decisions and portfolio adjustments. We maintain registrations in Texas, Louisiana, and Alabama to better serve regional and national clients. Our partnership with Institutional Securities Corporation provides access to FINRA-regulated brokerage services while maintaining independent advisory oversight.
Services
Investment Management
Portfolio Strategy
Wealth Preservation
Risk Management
Market Analysis
Retirement Planning
Insurance Services
Estate Planning
Tax-Advantaged Investing
Alternative Investments
Highlights and features
- We offer 30+ years of combined experience in investment management and portfolio strategy.
- Our boutique model eliminates administrative layers for direct client-investment proximity.
- We employ proprietary research combining economic history and valuation metrics.
- Our team maintains FINRA-registered brokerage partnerships for comprehensive service delivery.
- We focus on long-term strategic allocation with tactical market inefficiency exploitation.
Services
Investment Management
Our investment management service creates customized portfolios through rigorous market analysis and proprietary research. We focus on undervalued opportunities across asset classes while maintaining strict risk management protocols. Clients benefit from direct access to portfolio decision-making processes and continuous market monitoring.
Wealth Preservation
We specialize in capital preservation strategies that balance growth potential with risk mitigation. Our approach combines diversified asset allocation with tactical adjustments to protect client wealth during market volatility while maintaining long-term growth objectives.
Portfolio Strategy
Our portfolio strategy service integrates economic history, valuation metrics, and expert insights to develop personalized investment plans. We employ both strategic long-term allocation and tactical adjustments to capitalize on market inefficiencies as they arise.
Risk Management
We implement comprehensive risk management protocols that monitor securities' risk/reward profiles continuously. Our disciplined approach liquidates positions when market conditions change or price targets are met, ensuring optimal portfolio positioning.
Market Analysis
Our market analysis combines proprietary screeners, historic valuation comparisons, and industry expert insights. This research-driven approach identifies undervalued opportunities across market capitalizations and asset classes for strategic portfolio inclusion.
People
Chris Doucet
CEO and Portfolio Manager
Founder of Doucet Capital with 30+ years in financial services. Former Wall Street municipal bond trader and portfolio manager. Holds multiple securities registrations and has executive experience across diverse industries.
Suzette Doucet
CFO
Co-founder and CFO with background in investment banking and private equity. Graduated from Boston College and previously worked at Salomon Brothers. Oversees strategic planning and HR operations.
Rebecca Purvis
Director of Client Relations
Manages client relations and compliance with Series 7, 66, and 24 registrations. Joined in 2007 after 18 years in business operations. Focuses on client portfolio monitoring and service excellence.
Brian Haseldon
Insurance Specialist
CLU and ChFC designee with 30+ years in financial services. Specializes in business protection, retirement planning, and family stewardship strategies. Holds multiple insurance and securities registrations.
Questions
What investment approach does Doucet Asset Management use?
We use a research-driven approach combining economic history, valuation metrics, and market analysis to identify undervalued opportunities while maintaining rigorous risk management protocols.
Who are Doucet's typical clients?
We serve sophisticated investors, business owners, corporate executives, and institutions seeking personalized wealth management solutions through our boutique advisory model.
How does the firm manage investment risk?
Our disciplined risk management continuously monitors securities' risk/reward profiles, liquidating positions when market conditions change or price targets are met to maintain optimal portfolio positioning.
What geographic areas do you serve?
As a registered investment advisor in Texas, Louisiana, and Alabama, we serve clients throughout these states and provide services nationally through our FINRA-registered partnership.
