Donoghue Forlines
- Company typePrivate
- Founded1986
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Donoghue Forlines firmographics
Firmographics- Name
- Donoghue Forlines
- Legal name
- Donoghue Forlines LLC
- Website
- https://donoghueforlines.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Donoghue Forlines industry classification
Industry- Product category
- Investment Management / Tactical Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (DPM) (FSAAABAC)
- akta.pro secondary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where Donoghue Forlines is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Donoghue Forlines business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: The firm manages rules-based, tactically-driven investment strategies for individual investors, corporations, and institutions including retirement plans and trusts, generating revenue through investment advisory fees on assets under management.
- ETF Management Fees: The DF Tactical 30 ETF (Ticker: DFTT) launched on NYSE ARCA generates management fees from ETF assets under management.
- Mutual Fund Advisory Fees: The firm serves as advisor to Donoghue Forlines Mutual Funds, including DF Tactical Income Fund, DF Tactical Dividend Fund, and others, earning advisory fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard Advisory Fee |
Go-to-market motion1 record
Distribution channels9 records
Marketing channels5 records
Donoghue Forlines product offering
Product offeringCore offering
Donoghue Forlines is an SEC-registered investment adviser that manages rules-based, tactically-driven investment strategies distributed through wealth management platforms. The firm offers a suite of Global Tactical Fundamental SMAs, Rules-Based SMAs, Blended SMAs, mutual funds, and the DF Tactical 30 ETF (DFTT). Strategies combine top-down fundamental research with proprietary technical signals to enable tactical de-risking during market declines while pursuing upside potential across equities, fixed income, and alternatives.
Product overview
Donoghue Forlines offers investment management products through three distinct strategy series: (1) Global Tactical Fundamental Portfolios - five separate managed accounts (DF Global Tactical Allocation, DF Global Tactical Income, DF Global Tactical Conservative, DF Global Tactical Growth, DF Global Tactical Equity) using fundamental research and top-down macro approach with global orientation across equities, fixed income, and alternatives; (2) Rules-Based Portfolios - three separately managed accounts (DF Tactical Treasury, DF Tactical Dividend, DF Tactical Momentum) using technical indicators and proprietary tactical signals to preserve capital in downtrending markets; and (3) Blended Portfolios - three accounts (DF Income, DF Dividend & Yield, DF Growth & Income) combining fundamental and rules-based disciplines. The firm also launched the DF Tactical 30 ETF (DFTT) in November 2025, an NYSE ARCA-listed ETF applying rules-based momentum strategies with tactical overlays.
Differentiator
Problem solved
Functional benefit
Brands
- Donoghue Forlines ETF: ETF platform offering risk-managed ETF products including the DF Tactical 30 ETF (DFTT).
- Donoghue Forlines Funds
Products and services
- DF Global Tactical Allocation
Quantifiable outcome
- DF Tactical Momentum Strategy: 18.0% gross return (Q1 2026), ranked top 10 out of 917 strategies
- +4 more outcomes
Companies that use Donoghue Forlines
Customer profileSegments1 record
Ideal customer profiles2 records
Donoghue Forlines technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature3 records
Donoghue Forlines partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Syntax Data / Syntax IndexescoreDonoghue Forlines developed the DF Risk-Managed Tactical Top 30 Index in conjunction with Syntax Indexes. The index utilizes Syntax's proprietary methodology and data to identify momentum stocks and applies technical trend following indicators. This partnership powers the DF Tactical 30 ETF (DFTT).
- Northern Lights Distributors LLCcoreNorthern Lights Distributors LLC serves as the distributor for Donoghue Forlines ETFs. The firm is a registered broker-dealer and member of FINRA and SIPC, facilitating ETF distribution through various channels.
Scale indicators3 records
Recent moves9 records
Expansion highlights4 records
Donoghue Forlines competitors and assessment
Company assessmentBroad incumbents
- Dimensional Fund Advisors: Dimensional is a leading systematic asset manager offering rules-based, factor-driven portfolios via SMAs and funds on every major advisor platform. While not purely tactical, it competes for advisor mindshare and platform real estate with Donoghue Forlines' Rules-Based Portfolios.
- Putnam Investments: Putnam runs multiple tactical and multi-asset mutual funds and SMAs (including Dynamic Asset Allocation and other risk-managed strategies) within a much broader traditional asset manager. It competes for the same advisor allocation slots on platforms like Envestnet, Fidelity, and LPL.
- Invesco: Invesco operates a large lineup of tactical and factor ETFs (including Invesco S&P 500 Momentum, S&P MidCap Momentum) and SMA/model portfolios. Its tactical ETF and global allocation fund families overlap directly with DFTT and DF Global Tactical product offerings.
Emerging players
- Newfound Research: Newfound Research is a smaller, research-driven tactical and risk-managed ETF/SMA manager focused on momentum and defensive rotation across equities and fixed income. It is comparable to Donoghue Forlines in product structure (rules-based tactical ETFs/SMAs) and methodology, though smaller in scale.
Direct peers
- WisdomTree Investments: WisdomTree offers a large family of factor, tactical, and outcome-oriented ETFs as well as model portfolios on advisor platforms. It overlaps with Donoghue Forlines in tactical ETF construction and in selling through Envestnet, Orion, and similar advisor marketplaces.
- Cambria Investments: Cambria is a tactical ETF sponsor with multiple factor, momentum, and risk-managed ETF products designed for advisor and self-directed channels. Its overlap with DF includes tactical and rules-based ETFs and a similar focus on momentum and risk-managed outcomes for advisor platforms.
- AQR Capital Management: AQR is a global investment management firm that runs a large suite of tactical, multi-asset, and managed-futures strategies for institutional and advisor channels via SMAs, mutual funds, and ETFs. It is the most natural direct peer to Donoghue Forlines given overlapping systematic/risk-managed methodology and advisor platform distribution.
- QMA (PGIM Quantitative Solutions): QMA provides systematic multi-asset and tactical allocation strategies delivered as SMAs and model portfolios to advisors and institutions. Its quantitative, rules-based approach and SMA distribution model closely mirror the Donoghue Forlines Rules-Based portfolio offering.
- Leuthold Weeden Capital Management: Leuthold Weeden is a Minneapolis-based tactical asset allocation specialist managing core equity, fixed income, and global tactical strategies for advisors and institutions. Like Donoghue Forlines, it sells discretionary tactical SMAs emphasizing downside protection and combines fundamental top-down work with quantitative signals.
Others
- iM Global Partner (Dynamic models): iM Global Partner is a multi-boutique distribution platform that subadvises model portfolios on Envestnet, Orion, and other advisor channels—including several tactical allocation managers. It is comparable to Donoghue Forlines as a distribution vehicle for tactical advisor strategies on the same RIA platforms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Donoghue Forlines social profiles
Digital presenceDonoghue Forlines compliance and trust
Trust signalCompliance1 record
Donoghue Forlines financial estimates
Financial estimateRevenue estimate
Valuation estimate
Donoghue Forlines leadership team
Management profileNumber of profiles
Profiles4 records
Donoghue Forlines funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Donoghue Forlines M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Donoghue Forlines
What does Donoghue Forlines do?
Donoghue Forlines is an SEC-registered investment adviser that manages rules-based, tactically-driven investment strategies distributed through wealth management platforms. The firm offers a suite of Global Tactical Fundamental SMAs, Rules-Based SMAs, Blended SMAs, mutual funds, and the DF Tactical 30 ETF (DFTT). Strategies combine top-down fundamental research with proprietary technical signals to enable tactical de-risking during market declines while pursuing upside potential across equities, fixed income, and alternatives.
Is Donoghue Forlines a public or private company?
Donoghue Forlines is a private company. It is classified as private equity controlled and is currently operating.
When was Donoghue Forlines founded?
Donoghue Forlines was founded in 1986. It employs 11 to 50 people.
Where is Donoghue Forlines based?
Donoghue Forlines is headquartered in Boston, United States, in the North America region.
How does Donoghue Forlines make money?
Three revenue lines are on record. Investment Advisory Fees are the primary driver. The others are ETF Management Fees and mutual Fund Advisory Fees.
Who are Donoghue Forlines's main competitors?
Broad incumbents on record are Dimensional Fund Advisors, Putnam Investments and Invesco. Newfound Research is listed as an emerging player. Direct peers are WisdomTree Investments, Cambria Investments, AQR Capital Management, QMA (PGIM Quantitative Solutions) and Leuthold Weeden Capital Management. iM Global Partner (Dynamic models) is listed as an others.
Does Donoghue Forlines have an API?
No public API is recorded for Donoghue Forlines.
What industry is Donoghue Forlines in?
Donoghue Forlines's product category is Investment Management / Tactical Asset Management. Its primary akta.pro industry code is FSAAABAC, Discretionary Portfolio Management (DPM), with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.