Affliations

To provide exceptional investment services, Dow Wealth Management utilizes Bolton Global Capital, Inc. as its broker/dealer and Bolton Global Asset Management for advisory services. In addition, we rely on Bolton’s relationship with Pershing, LLC for securities clearing and custody services.

Bolton Global Capital, Inc. Bolton, Massachusetts

BoltonBoltonGlobal.com

Bolton Global provides Dow Wealth Management with broker/dealer services, handling many administrative and regulatory functions for the firm. Bolton is uniquely suited to our needs because its primary expertise is traditional direct investing, as opposed to marketing packaged investment products such as mutual funds, hedge funds, and deferred annuities.

Bolton Global Asset Management

Dow Wealth Management provides financial advisory services through Bolton Global Asset Management, an SEC Registered Investment Advisor and affiliate of Bolton Global Capital, Inc.

Pershing, LLC, A Bank of New York Affiliate

Pershing

Pershing.com
Pershing processes security transactions and custodies client assets. Pershing is the world’s largest securities clearing firm. The company is an affiliate of the Bank of New York, the nation’s oldest bank, founded in 1784. Pershing is a member of the New York Stock Exchange and every other major U.S. securities exchange.