Business Details
48 Years
experience
Trusted Financial Advisers in Miami Beach
O'Higgins Asset Management, Inc. has been delivering specialized investment solutions since 1978. Our firm combines over 75 years of collective experience in managing discretionary portfolios for high-net-worth individuals, institutions, and investment companies. We employ disciplined, value-based strategies such as MOAR (Michael O'Higgins Absolute Return), Dogs of the Dow, and Beating the Dow with Bonds to achieve risk-adjusted returns. Our approach emphasizes diversification across global stocks, treasury securities, and precious metals, with annual portfolio rebalancing to maintain strategic alignment.Recognized in major financial publications and media outlets, we maintain a fee-based structure and hold Series 65 Investment Adviser licenses. Our team includes CERTIFIED FINANCIAL PLANNER professionals and experts in tax-efficient financial planning. We collaborate with attorneys, CPAs, and insurance agents to implement comprehensive wealth management solutions tailored to client needs.
Services
Investment Management
Financial Planning
MOAR Strategy
Dogs of the Dow
Retirement Planning
Details
- Year established: 1978
Highlights and features
- 75+ years combined investment management experience
- Proprietary value-based strategies with historical performance track records
- Comprehensive financial planning services
- Featured in major financial publications and media outlets
- Fee-based registered investment advisory structure
Associations and certifications
- Series 65 Investment Adviser License
- CERTIFIED FINANCIAL PLANNER
Services
Investment Management
We provide discretionary portfolio management using value-based strategies. Our approach combines global stock selection, treasury securities, and precious metals to optimize risk-adjusted returns. Portfolios are annually rebalanced to maintain strategic allocation targets.
Financial Planning
Our comprehensive financial planning addresses retirement, estate planning, and education funding needs. We coordinate with legal and tax professionals to implement tax-efficient solutions tailored to individual client circumstances.
MOAR Strategy
MOAR Strategy allocates assets across undervalued global stocks, precious metals, and treasury bonds. This diversified approach seeks to deliver consistent returns with reduced volatility through annual portfolio rebalancing.
Dogs of the Dow
This strategy invests in five lowest-priced high-yield Dow components. We maintain equal allocations to capitalize on undervalued blue-chip stocks with strong dividend histories.
Retirement Planning
Our retirement planning services focus on sustainable income strategies and tax-efficient withdrawals. We develop customized plans to ensure long-term financial security while navigating evolving market conditions.
People
Michael B. O'Higgins
President and Chief Investment Officer
Michael O'Higgins founded the firm in 1978 after working at Spencer Trask & Company and White, Weld & Company. He developed the Dogs of the Dow strategy and holds a Series 65 license.
Donna B. O'Higgins
Vice President and Chief Financial Officer
Donna O'Higgins manages financial operations with prior experience in computer systems analysis. She holds advanced degrees in Social Studies and oversees the firm's financial infrastructure.
Sean D. O'Higgins
Investment Advisor
Sean O'Higgins provides financial planning services as a CERTIFIED FINANCIAL PLANNER professional. He holds economics degrees and specializes in retirement planning strategies for individual investors.
Questions
What investment strategies do you use?
We employ value-based strategies including MOAR, Dogs of the Dow, and Beating the Dow with Bonds. These approaches focus on diversified asset allocation and annual portfolio rebalancing.
How long have you been in business?
O'Higgins Asset Management has provided investment services since 1978, with our founding principal developing the Dogs of the Dow strategy during that period.
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, estate planning, education funding, and tax-efficient investment approaches tailored to individual client needs.
Are you a registered investment adviser?
Yes, we operate as an independent, fee-based registered investment adviser with professionals holding Series 65 Investment Adviser licenses.
How do you handle portfolio risk management?
Our strategies emphasize risk-adjusted returns through diversified allocations across asset classes. We maintain liquid, blue-chip investments and rebalance annually to manage portfolio volatility.
