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Corporate Retirement

How Well Does Your 401(k) Plan Work for You and Your Employees?

Architects
A well-structured 401(k) plan serves business owners and their employees in several critical ways. 

A. For owners and key employees with large 401(k) balances, the plan should offer a separately managed, direct investment portfolio backed by a highly qualified portfolio management team, rather than mutual funds. 

B. For employees with smaller balances, the 401(k) plan should offer a broad array of index fund choices as alternatives to actively managed mutual funds. (Historically, index funds have significantly outperformed actively managed funds.) 

C. All participants should have:
  • A choice of either a Roth 401(k)or a Traditional 401(k),
  • The benefit of cost-effective plan administration,
  • Ongoing investment education and easy access to qualified investment professionals.

The Dow Wealth Management 401(k) is specially designed to address each of these important objectives. If your current retirement plan lacks any of these elements, it may be depriving you and/or your employees of the opportunity to retire comfortably. It’s time to talk to Dow about strategies for upgrading your employee retirement plan.

What Our Organization Offers

Securities Offered Through 
Bolton Global Capital, Inc. 
Member FINRA, SIPC
Advisory Services Offered Through
Bolton Global Asset Management, 
a SEC Registered Investment Advisor
DW1/DWA0262b
BNY Melon
State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided. 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax or legal services. Bolton Global Capital, LLC, is a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor. 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.
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