Insights

Niche Absolute Return Specializes in absolute return and tactically allocated trend-following strategies with a focus on risk control, offering potential for clients seeking consistent downside management alongside growth.

Quantitative Edge Operates proprietary trading systems built on quantitative research, suggesting a value proposition for institutional clients seeking systematically managed, research-driven investment approaches.

Boutique Scale Small team with 2-10 employees presents a personalized, agile service model that can appeal to smaller institutions, family offices, or high-net-worth segments seeking hands-on portfolio management.

Revenue Outlook Current revenue range of one to ten million dollars indicates a growing firm with potential for expansion through advisory, sub-advisory, or outsourced trading arrangements with larger asset allocators.

Competitive Positioning Operates in the same financial services space as large incumbents but differentiates via risk-controlled, trend-following programs and proprietary systems, presenting a credible upsell to clients dissatisfied with traditional lagging indicators.

Dauble+Worthington Equity Portfolios Tech Stack

Dauble+Worthington Equity Portfolios uses 8 technology products and services including Gravatar, cdnjs, Mailchimp, and more. Explore Dauble+Worthington Equity Portfolios's tech stack below.

  • Gravatar
    Audio, Video, Graphics
  • cdnjs
    Content Delivery Network
  • Mailchimp
    Email
  • Google Fonts API
    Font Scripts
  • DataTables
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Sitelinks Search Box
    Web Tools And Plugins

Dauble+Worthington Equity Portfolios's Email Address Formats

Dauble+Worthington Equity Portfolios uses at least 1 format(s):
Dauble+Worthington Equity Portfolios Email FormatsExamplePercentage
FLast@dwequity.comJDoe@dwequity.com
100%

Frequently Asked Questions

What is Dauble+Worthington Equity Portfolios's official website and social media links?

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Dauble+Worthington Equity Portfolios's official website is dwequity.com and has social profiles on LinkedIn.

How much revenue does Dauble+Worthington Equity Portfolios generate?

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As of August 2026, Dauble+Worthington Equity Portfolios's annual revenue is estimated to be $1M - $10M.

What is Dauble+Worthington Equity Portfolios's SIC code NAICS code?

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Dauble+Worthington Equity Portfolios's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Dauble+Worthington Equity Portfolios have currently?

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As of August 2026, Dauble+Worthington Equity Portfolios has approximately 3 employees across 1 continents, including North America. Key team members include Founder & Owner: J. W.Managing Partner: J. D.Investment Advisor Representative: J. O.. Explore Dauble+Worthington Equity Portfolios's employee directory with LeadIQ.

What industry does Dauble+Worthington Equity Portfolios belong to?

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Dauble+Worthington Equity Portfolios operates in the Financial Services industry.

What technology does Dauble+Worthington Equity Portfolios use?

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Dauble+Worthington Equity Portfolios's tech stack includes GravatarcdnjsMailchimpGoogle Fonts APIDataTablesjQueryPHPSitelinks Search Box.

What is Dauble+Worthington Equity Portfolios's email format?

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Dauble+Worthington Equity Portfolios's email format typically follows the pattern of FLast@dwequity.com. Find more Dauble+Worthington Equity Portfolios email formats with LeadIQ.

When was Dauble+Worthington Equity Portfolios founded?

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Dauble+Worthington Equity Portfolios was founded in 2008.
Dauble+Worthington Equity Portfolios logo

Dauble+Worthington Equity Portfolios

Financial ServicesIndiana, United States2-10 Employees

Dauble+Worthington Equity Portfolios is a financial services firm that develops investment programs centered on absolute return through tactical allocation and trend-following strategies. It prioritizes risk control alongside price performance and actively manages portfolios and client trading accounts. The company concentrates on professional money management, research, and trading, with the aim of balancing risk management and growth.

Guided by quantitative research, the firm has established proprietary trading systems designed to minimize drawdowns and deliver consistent results. Based in Evansville, Indiana, the organization operates with a small team focused on providing its services to clients through portfolio management and trading. Past performance is not necessarily indicative of future performance.

Section iconCompany Overview

SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Dauble+Worthington Equity Portfolios's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Dauble+Worthington Equity Portfolios's revenue is estimated to be in the range of $1M - $10M

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