What We Do

Opening Your Account You’ll find that it’s easy to work with us. Your managed account is held in your name at one of our custodians. Currently we work with a number of firms such as: TD Ameritrade, Fidelity Investments Institutional Brokerage Group, Schwab Institutional, FOLIOfn Investments, Inc., American Skandia/Prudential Life Insurance Company, Nationwide Life Insurance Company, US Allianz, Midland National Life Insurance Company and Security Benefit Life Assurance Company. Once your account has been established W. E. Donoghue & Co., Inc. is added to the account with a limited power of attorney. We act as third party investment advisor which then authorizes us to execute transactions on your behalf.

If, for any reason, you choose to close your managed account, all that is needed is a 30-day advance written notice. This notice will be served as the effective date of termination and will be the basis to determine the pro-rata refund of any unused and previously paid management fees. There are no "exit fees" or other expenses imposed by W. E. Donoghue & Co., Inc., for closing your account.

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