Investment Portfolio Management Classes

We are pleased to offer the following course conducted at various locations by
Robert Stepleman, Ph.D., Chief Portfolio Strategist
Richard Benoit, MBA, Vice President
Tim Edmond, Financial Advisor
Eric Lusk, Financial Advisor

What Happened When Madison Avenue
Came to Wall Street

  • Learn how many modern and popular investment approaches,
    heavily marketed to investors, have often badly served them
  • Learn how to apply time-tested Classic Investing Principles in today’s markets
  • Learn from 79 Years of New England-Based Investing Experience
  • Taught by Experts in Finance
  • This is an academically-oriented course accredited to offer continuing education credits to attorneys in selected states and CPAs nationally.

This course provides the foundational principles of the Dow Family investment philosophy, successfully used since 1937, designed to help investors “Survive Bad Markets and Thrive in Good Ones.”

To Register

Call 207-200-2200 or 800-734-7171, or
2016-17 Schedule

Portland, Maine
Gulf of Maine Research Institute
Wednesday, Sept 286:30 PM - 8:30 PM
Sarasota, Florida
Sarasota Yacht Club
TBA1:30 PM - 3:30 PM
Portland, Maine
Holiday Inn By the Bay
TBA6:00 PM – 8:00 PM
Sarasota, Florida
Marie Selby Botanical Gardens
TBA1:30 PM - 3:30 PM
Lakewood Ranch, Florida
The Polo Grill
10670 Boardwalk Loop
Lakewood Ranch, Florida
TBA6:30 PM - 8:30 PM
Boca Raton, Florida
Boca Raton Museum of Art
TBA1:30 PM - 3:30 PM
Camden, Maine
Camden Public Library
TBA6:00 PM - 8:00 PM
Danbury, Connecticut
The Ethan Allen Hotel
21 Lake Avenue Extension
Danbury, Connecticut
TBA1:30 PM - 3:30 PM and

6:30 PM - 8:30 PM

In addition, we offer this course as a private seminar. If your organization (investment club, business, etc.) is interested, please give us a call.

Attention Attorneys:

This course is accredited by the
Maine Board of Overseers of the Bar
for 1.5 CLE hours.

Attention CPAs:

Earn 2.0 CPE Credit Hours

cperegistry_logoDow Wealth Management, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Sponsor Identification # 115923

Complaint Resolution Policy: A full refund or credit will always be issued. For more information regarding administrative policies such as complaint and refund, please contact Kristina Dumas at 207.200.2200. Advanced Preparation: None, Earn up to 2.0 CPE credits. Program level: Intermediate, Delivery method: Group-Live