About Tim Dougherty

Professional Background

I am the CEO and Chief Portfolio Manager at Asymmetric Capital Advisory, a firm I founded in 2018. Before this, I was a financial advisor at Wells Fargo, Morgan Stanley, and SunTrust for a total span of 18 years.

In my mid career, I held positions as an analyst and trader, including directly managing the long/short positions of a single ultra high net worth family.

I have a Bachelors from Williams College.

Life is about meeting challenges.  Sometimes those challenges appear because of something, or a series of things, we’ve done.  Often, the greatest challenges are the result of something beyond our control; usually, those are the greatest challenges. – Tim Dougherty

My PERSONAL Story

After struggling with addiction from his earliest teenage years, my son, and my daughter in law, became heavily involved with the scourge of our time, heroin.  They died tragically, separated by one month, as an indirect result of that addiction.  They were still in their early twenties.

I was left shocked and heartbroken, questioning everything I believed. And then there was something else.  Something more important than anything: my grandson, Oliver.  I love Oliver; maybe because of the loss of my son, I think I love Oliver more than I have ever loved anyone. 

But in the tragedy of the moment, I mostly just felt the weight of a new responsibility.  Read More.

My favorite times in business are spending time with my clients.

The better I know you, the more effectively I can manage your money. That’s why my clients become my friends.

Traditional Wall Street financial planning software might ask you, “Given the usual correlation between risk and reward, would you prefer a $100K investment whose upside potential is $150K, but whose downside risk is 70K, or one whose upside is $125K but whose downside is $85K?”

Seriously?  I assure you that your answer has nothing to do with how you’ll react.

The knowledge and understanding gained from owning individual securities rather than packaged products like mutual funds, ETF’s, or indexes can significantly improve your ability to regulate fear and not panic.

Individual stocks allow the informed mind to defray the negative emotions of the moment by focusing on the rationale of the intrinsic qualities of each position.  And the understanding that each position has its own particular characteristics and life journey, as well as it’s own particular tax basis, can make the raising of cash in anticipation of a market drawdown more discrete and effective.