Institutional Investing Capabilities

Dow Wealth Management offers the benefits of hands-on customized portfolio management for its institutional clients.

With the reach and depth provided by Bank of New York Mellon’s custody and clearing firm of Pershing, LLC, the Institutional Investment division can manage assets on a global scale.

Dow Wealth’s target client base includes public and private pension funds, endowment funds, healthcare organizations, sovereign wealth funds, and foundations. We invest our clients’ funds in a variety of strategies, utilizing core approaches that match the investment philosophies that have served our clients well for over 77 years. Those primary strategies are: 1) High Quality Equity portfolios, 2) Aggressive Growth portfolios, and 3) High Quality Equity Income portfolios. We seek to implement strategies that mitigate irrecoverable losses, while positioning our institutional clients to benefit from direct participation in the financial markets.