Investment Counsel for Our Clients
Direct Access
As a Dow Managed Portfolio client, you have direct access to your portfolio manager, not merely to client relations personnel or a third-party financial advisor. Our investment professionals stand ready to address your questions and concerns in the broad context of your unique investment, business, and family circumstances.
Experience, Professional Qualifications and Commitment
With decades of investment experience, our portfolio managers have a sound understanding of the securities markets. Significantly, professional qualifications and continuing education are critical to providing comprehensive investment services and rendering sound advice. In fact, as a marketplace leader, we provide accredited continuing education courses on investing to attorneys, accountants, and other financial professionals.
Commitment to our clients’ interests is our foremost concern. Dow Wealth Management is an independent, family-owned business. Our separation from the brokerage wirehouse and investment banking mindset assures you that the advice you receive is influenced only by your best interests.
Academically Disciplined Portfolio Management
Dow Managed Portfolios are accepted on a discretionary basis and under a fee-based arrangement. Portfolios are managed to conform to our underlying investment principles, while accommodating the client’s risk tolerance and other client-specific considerations. We maintain a separately managed portfolio for each relationship, enabling us to address individual investment, tax, and financial needs.
A Family Office for Every Client Family
As a Dow Wealth Management client, you will have on-line access to your own family office.
Optimal portfolio management and financial outcomes are often realized when taking into consideration a client's broad circumstances. This can include all resources, liabilities, an understanding of family dynamics and goals, and potential tax implications.
Additionally, the ability to connect and work with the family's other advisors—such as the estate planning attorney and tax advisor—can help mitigate risks and find opportunities.
Your DWM Family Office brings together the complete picture so that everyone works effectively, in concert