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Portfolio Management | Strategy & Practice

View Video

This 12-minute video explains how Dow Wealth Management applies its investment principles to maximize portfolio returns, while seeking to minimize downside risk. Learn how an academically-rigorous investment discipline, that avoids the use of product investments (e.g., mutual funds and variable annuities), might improve your own investment success.
Learn more.

Please browse our website, read our investment theory papers, and watch our video.

We hope they will help you invest more effectively in the financial markets.

If you have a question that needs personal attention, I would welcome your call.

-Russ Dow

Dow Wealth Management offers the services of a world-class investment firm dedicated to improving clients' financial lives and making their futures more secure. As an independent firm, Dow Wealth Management provides objective advice and is committed to excellence for its clients.

With the benefit of over seventy-five years of experience in the financial markets, the company has developed an expertise and knowledge base that has served its clients well — enabling them to enjoy healthy returns during prosperous economic periods, while mitigating downside risk during adverse markets.

Dow Wealth Management's investment philosophy is well-defined and grounded on established academic principles. Implementation is highly disciplined. Importantly, the firm's strategies are not swayed by transient tactics promoted by the media and financial industry.

An optimal investment program is designed to work within the broader context of the client's financial, retirement, and estate planning objectives. We work closely with clients to help address all facets of their circumstances.

Portfolios are built with direct investments in stocks and bonds, facilitating control of the quality of securities owned and the efficiency of the investment process. With a focus on ownership of high quality securities, growth oriented companies, and sound implementation, we believe that clients maximize their potential for long-term investment success.

Our introduction to potential clients is typically a no-cost, no-obligation portfolio review and consultation. This introduction provides us with the opportunity to comment on your current investment program and to demonstrate how we might assist you. We invite you to request a review of your portfolio.

We look forward to being of service.

Dow Wealth Management, LLC
358 US Route One
Falmouth, Maine 04105

(207) 200-2200
1-800-734-7171
fax (207) 221-1170
[email protected]

Securities are cleared and assets are held through Pershing, LLC, a subsidiary of
THE BANK OF NEW YORK MELLON CORPORATION
Member New York Stock Exchange, FINRA, SIPC

 

 

DW1/DWA0077

Overview

Market Commentary

Portfolio Review

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Corporate Retirement

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We invite prospective clients to request no-cost, no-obligation reviews of their portfolios.

Jagd & Fischen

  • Objekte Vor 1945

Jagd & Fischen Responsible Altes SchÄlchen Visitenkartenschale Schmuckablage Bronze Relief JÄger Jagd Moderate Price Antiquitäten & Kunst

Jagd & Fischen Responsible Altes SchÄlchen Visitenkartenschale Schmuckablage Bronze Relief JÄger Jagd Moderate Price Antiquitäten & Kunst

The Essential Guide
to Portfolio Management

165 page book by
Clifford G. Dow, Sr.
Learn more

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Accounts are held at and transactions are cleared through Pershing, LLC, a Bank of New York Mellon Affiliate. Securities offered through Bolton Global Capital, Inc. 579 Main St, Bolton MA 01740 800-649-3883. FINRA, SIPC. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor.

 

 

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State securities laws require that your investment professional be registered in the state in which you are a resident. Our representatives are licensed to sell and or discuss securities products to residents of the following states: AK AL AZ CA CO CT DC FL GA IL IN LA MA ME MD MI MO MT NC NH NJ NM NV NY OH OK OR PA RI SC TN TX VA VT WA WI.

 

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