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

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

2010

DF Tactical Income Mutual Fund Launched

2012

First Index Strategy Launch: DF Dividend SMA

2013

Second Mutual Fund Launch: DF Dividend Mutual Fund

2016

  • Second Index Strategy Launch: DF Momentum SMA & DF Momentum Mutual Fund
  • Minella Capital Management acquires 60% interest in DF
  • Bill Donoghue Retires from the firm

2017

  • Acquire JAForlines Global: an investment manager specializing in risk-managed global tactical strategies
  • Launch DF Risk Managed Income mutual Fund
  • Became investment advisor of JNF SSgA Sector Rotation rebranded to JNF SSgA Tactical Allocation VITs

2020

  • Rebrand to DF to reflect new profile as a tactical investment management firm

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