How We Got Here

Donoghue Forlines is a Boston-based tactical investment firm that has specialized in active risk-managed portfolios since 1986. In December 2017, W.E. Donoghue (WEDCO) acquired JAForlines Global (JFG), an investment management company specializing in risk-managed global tactical strategies.

The acquisition resulted in a unique firm in the investment management space and, over the following years together, we have evolved a compelling product lineup by combining fundamental, top-down research strategies along with rules-based disciplines.

Donoghue Forlines and its experienced team works with advisors to help them meet the challenges they and their clients face in the current environment.
We offer a full suite of proactive strategies to help advisors and their clients de-risk when market circumstances warrant it, which enables the client to stay disciplined to meet their investment objectives.

1986

Company founded by William Donoghue to provide investment management services to retail investors

1998

Donoghue Forlines Income Portfolio launched with the goal of Maximizing total return while emphasizing preservation of capital

2008

S&P declined by -36.99%; Donoghue Forlines’ flagship portfolio achieved its goal of capital preservation and significantly outperformed the market

2010

Donoghue Forlines Tactical Income Fund launched

2012

Collaborated with S&P and S-Network to launch first index strategy, Donoghue Forlines Dividend Index

2013

Donoghue Forlines Dividend Index Fund launched

2016

WEDCO launched Donoghue Forlines Momentum Index and Donoghue Forlines Momentum Portfolio

Minella Capital Management acquires 60% interest in WEDCO

Bill Donoghue retires, WEDCO transitions to LLC

2017

WEDCO acquired JAForlines Global, an investment manager specializing in risk-managed global tactical strategies

2020

WEDCO rebranded to Donoghue Forlines LLC to reflect new profile as a tactical investment management firm

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