- Dow Managed Portfolios
- The Dow Difference
- Dow Portfolio Managers
- Investment Philosophy
- Account Custodianship
- A History of Investment Experience
Affiliations
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Delta Equity Services Bolton, Massachusetts
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To provide exceptional investment services, Dow Investment Group utilizes Delta Equity Services Corporation as its broker/dealer and Delta Global Asset Management for advisory services. In addition, we rely on Delta Equity's relationship with Pershing, LLC for securities clearing and custody services.
Delta Equity Services Corporation
Delta Equity provides Dow Investment Group with broker/dealer services, handling many administrative and regulatory functions for the firm. Delta Equity is uniquely suited to our needs because its primary expertise is traditional direct investing, as opposed to marketing packaged investment products such as mutual funds, hedge funds, and deferred annuities.
Delta Global Asset Management
Dow Investment Group provides financial advisory services through Delta Global Asset Management, an SEC Registered Investment Advisor and affiliate of Delta Equity Services Corporation.
Pershing, LLC, A Bank of New York Affiliate
Pershing processes security transactions and custodies client assets. Pershing is the world’s largest securities clearing firm. The company is an affiliate of the Bank of New York, the nation’s oldest bank, founded in 1784. Pershing is a member of the New York Stock Exchange and every other major U.S. securities exchange.