Overview

Dow Wealth Management’s primary focus is helping clients (and other Financial Advisors) to assemble and maintain private account portfolios of directly owned high-quality, growth-oriented common stocks and high-quality bonds. Notably, because of our firm’s depth of experience, clients benefit from portfolios that are unencumbered by inefficient “packaged products” such as mutual funds, variable annuities, and hedge ___ monitor accounts for diversification, quality, growth orientation, and other relevant metrics. We are seeking to grow via the acquisition or merger of like minded firms or FAs who see the value of this type of portfolio management.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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CRM Systems

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