This 12-minute video explains how Dow Wealth Management applies its investment principles to maximize portfolio returns, while seeking to minimize downside risk. Learn how an academically-rigorous investment discipline, that avoids the use of product investments (e.g., mutual funds and variable annuities), might improve your own investment success.
Please browse our website, read our investment theory papers, and watch our video.
We hope they will help you invest more effectively in the financial markets.
If you have a question that needs personal attention, I would welcome your call.
Dow Wealth Management offers the services of a world-class investment firm dedicated to improving clients' financial lives and making their futures more secure. As an independent firm, Dow Wealth Management provides objective advice and is committed to excellence for its clients.
With the benefit of over seventy-five years of experience in the financial markets, the company has developed an expertise and knowledge base that has served its clients well — enabling them to enjoy healthy returns during prosperous economic periods, while mitigating downside risk during adverse markets.
Dow Wealth Management's investment philosophy is well-defined and grounded on established academic principles. Implementation is highly disciplined. Importantly, the firm's strategies are not swayed by transient tactics promoted by the media and financial industry.
An optimal investment program is designed to work within the broader context of the client's financial, retirement, and estate planning objectives. We work closely with clients to help address all facets of their circumstances.
Portfolios are built with direct investments in stocks and bonds, facilitating control of the quality of securities owned and the efficiency of the investment process. With a focus on ownership of high quality securities, growth oriented companies, and sound implementation, we believe that clients maximize their potential for long-term investment success.
Our introduction to potential clients is typically a no-cost, no-obligation portfolio review and consultation. This introduction provides us with the opportunity to comment on your current investment program and to demonstrate how we might assist you. We invite you to request a review of your portfolio.
We look forward to being of service.
Dow Wealth Management, LLC
358 US Route One
Falmouth, Maine 04105
fax (207) 221-1170
Securities are cleared and assets are held through Pershing, LLC, a subsidiary of
THE BANK OF NEW YORK MELLON CORPORATION
Member New York Stock Exchange, FINRA, SIPC