Business Details
Your Trusted Partner for Financial Advisory Services in New Orleans
We are a client-focused asset and money management firm headquartered in New Orleans, Louisiana, dedicated to creating and preserving wealth for sophisticated investors, business owners, and institutions. Founded by Chris and Suzette Doucet, our firm operates on the principle that client success should always take precedence over corporate profit. Our team of experienced professionals employs a disciplined investment approach, combining proprietary research with a holistic understanding of market dynamics to identify undervalued opportunities. We prioritize personalized service, maintaining a boutique structure to ensure direct client engagement while eliminating unnecessary administrative layers.With decades of combined industry experience, we specialize in constructing tailored portfolios that balance growth potential with capital preservation, guided by rigorous analysis and a commitment to integrity. Our services integrate risk management, strategic asset allocation, and continuous portfolio monitoring to adapt to evolving financial landscapes. We serve clients across Texas, Louisiana, and Alabama, offering registered investment advisory services through a framework of transparency and accountability. Our philosophy emphasizes long-term relationships built on trust, expertise, and a shared vision for financial success.
Services
Investment Management
Portfolio Strategy
Wealth Preservation
Retirement Planning
Insurance Solutions
Risk Management
Tax-Advantaged Investing
Estate Planning
Alternative Investments
Client Education
Highlights and features
- We offer 30+ years of combined experience in investment management and portfolio strategy.
- Our proprietary research methodology identifies undervalued market opportunities with growth potential.
- We maintain a boutique structure to ensure personalized client service and direct engagement.
- Our team holds multiple industry certifications including Series 7, 63, 65, and 66 licenses.
- We operate under a fiduciary standard with transparent fee structures and no hidden costs.
Associations and certifications
- FINRA
- SIPC
Services
Investment Management
Our investment management service creates customized portfolios aligned with client goals using a disciplined approach to asset allocation. We combine fundamental analysis with macroeconomic insights to identify undervalued securities across all market capitalizations. Our team continuously monitors positions, adjusting strategies to maintain optimal risk-reward profiles while prioritizing capital preservation through market cycles.
Wealth Preservation
We specialize in strategies designed to protect and grow client assets through tactical risk management techniques. Our approach incorporates diversification across asset classes, tax-efficient investing strategies, and liquidity management to safeguard wealth during volatile market conditions while maintaining growth potential for long-term objectives.
Retirement Planning
Our retirement planning service integrates investment strategy with income distribution planning to ensure financial security during retirement years. We develop customized withdrawal strategies, coordinate with tax professionals, and implement tax-advantaged vehicles to maximize retirement income sustainability while minimizing tax liabilities throughout market cycles.
Insurance Solutions
We provide comprehensive insurance planning services including life, disability, and long-term care insurance solutions. Our approach focuses on protecting client assets through tailored risk management strategies, business succession planning, and estate preservation techniques that complement overall investment objectives and financial plans.
Client Education
Our client education service empowers investors through personalized financial literacy programs. We provide market insights, investment strategy explanations, and economic trend analyses through regular client meetings, quarterly newsletters, and one-on-one portfolio reviews to enhance financial decision-making capabilities and promote long-term investment success.
People
Chris Doucet
CEO and Portfolio Manager
Founder of Doucet Capital with over 35 years of financial industry experience. Former Wall Street municipal bond trader and portfolio manager. Holds Series 7, 63, 65 registrations. Graduate of McNeese State University and Tulane University Law School. Serves on multiple corporate and charitable boards.
Suzette Doucet
CFO
Co-founder and Chief Financial Officer with 25+ years in investment banking and private equity. Boston College graduate who previously worked at Salomon Brothers. Oversees strategic planning and HR functions. Active in community philanthropy and client service initiatives.
Rebecca Purvis
Director of Client Relations
Director of Client Relations with 15+ years of operations and compliance experience. University of Maryland graduate holding Series 7, 66, and 24 licenses. Manages client communications, portfolio monitoring, and compliance procedures while ensuring high-quality customer service standards.
Brian Haseldon
Financial Services Specialist
CLU, ChFC, LUTCF designee with 35+ years in financial services. Specializes in business protection strategies, retirement income planning, and family stewardship. Holds Series 7 and 66 registrations. Provides expertise in life insurance, annuities, and long-term care solutions.
Questions
What sets Doucet Asset Management apart from other financial advisors?
Our boutique structure allows direct client engagement while maintaining institutional-level research capabilities. We combine 30+ years of experience with a proprietary investment approach focused on undervalued opportunities and capital preservation.
What types of clients do you work with?
We specialize in serving sophisticated investors, business owners, corporate executives, and institutions seeking personalized investment strategies tailored to their unique financial situations and long-term objectives.
How are your investment decisions made?
Our decisions combine proprietary research, economic history analysis, and market valuation metrics. We focus on securities that offer both fundamental value and growth potential while maintaining strict risk management parameters.
Are you a fiduciary advisor?
Yes, as registered investment advisors, we operate under a fiduciary standard, always placing client interests above our own. We provide transparent fee structures with no hidden costs or conflicts of interest.
How do you handle portfolio risk management?
We employ continuous monitoring of all positions, using predefined risk parameters to determine when to exit investments. Our approach includes diversification across asset classes and maintaining liquidity to navigate market volatility effectively.
What geographic areas do you serve?
While headquartered in New Orleans, we serve clients across Texas, Louisiana, and Alabama through our registered investment advisory services, providing both in-person and virtual consultation options.