Video: Fundamentals of Wealth Management

As an independent firm, Dow Wealth Management provides objective advice and is committed to excellence for its clients. The Dow family has been investing traditionally in the securities markets since 1937.

Before attempting to structure a portfolio that might be capable of delivering long-term investment success, we must first understand the nature of the financial markets in which we will operate and the inherent limitations we are sure to confront as investors.

This video, Fundamentals in Wealth Management, will help to acquaint the investor with these dynamics and then illustrate how Dow Wealth Management seeks to position its clients’ portfolios for long-term investment success. We could call it How to survive bad markets…and thrive in good ones.

We have provided two ways of viewing the video:
in full (53 minutes), or in 4 sections as listed below.

Full-Length Video: Fundamentals of Wealth Management

 

Fundamentals of Wealth Management

 

Part One:
Intro & The Life Cycle of Family Wealth:
Accumulation, Preservation & Growth of Mature Wealth

 

Part Two:
Defining the Investment Problem: Dow Wealth Management Analysis

 

Part Three:
Dow Wealth Management Approach

 

Part Four:
Conclusion