Investment Management

Investment Management


In today's fast paced world we are bombarded with conflicting information about investing.  Realistically, how do you get comfortable setting a course and sticking to it?  Our 40 year history is anchored in some fundamental investment tenants that endure the test of time.  We sift through the noise and combine contemporary products with time tested methodologies to devise a strategy that is specifically suited to your objectives.

Investment Management Services from Qualified Portfolio Managers You Trust


Are your investments working well together? The Dowling Group utilizes a combination of proprietary investment strategies, "best in class" separate account managers and alternative investments to devise a long term game plan specific to your needs and risk appetite.  We track your progress and monitor the day-to-day, so you can focus your attention where it’s needed most.

Protect Capital and Position for Intelligent Growth


We work with Families and Professionals managing assets in a number of account types:

  • Traditional Brokerage Accounts
  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • Trusts
  • Defined Benefit Plans
  • 401k
  • SEP IRA and Solo 401k
  • Endowments

Are You Managing, or Micromanaging?


Micromanaging your investment portfolio can introduce a huge amount of stress into your already busy lifestyle.  As your capital base grows and matures, inevitably managing your investments becomes more complicated.  You have better things to do than babysit your stocks.

Take all of that pressure off of your plate and put it on ours.  Use your free time to do what you love – whether that means spending more time with your family, pursuing one of your hobbies, or just curling up with a book more often.

Institutions you can trust


Client accounts at The Dowling Group are held at Fidelity Investments – one of the largest and most cutting-edge financial institutions in the world.  Their user-friendly client platform gives clients the security they expect, access to Industry-Leading research and to the minute market insights further enhancing the benefits of doing business with The Dowling Group.

Contact The Dowling Group

From taxes to comprehensive financial planning, The Dowling Group is Fairfield's county's most trusted partner.  Our team of accredited experts stands ready to answer your questions and guide you to an optimal financial path.

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Individual Brokerage Accounts

 
  • Taxable Accounts
  • Tax-Deferred Accounts
  • Tax-Free Accounts
  • Education and College Saving Plans

Corporate Executive Specific Strategies

 
  • Deferred Compensation Plans
  • Carried Interest units
  • Employee Stock Options
  • Restricted Stock Units
  • Defined Benefit Plans
  • After-tax Roth conversion strategies
  • Retirement distribution planning

Charitable Giving Strategies

 
  • Family Foundations
  • Donor Advised Funds
  • Charitable Trusts

College Savings Plans

 
  • 529 Plans
  • Education Savings Accounts
  • UGMA Custodial Accounts

Trust & Estate Accounts

 

Wealth preservation, growth and income objectives over a multi-generational time horizon introduces a unique set of considerations.  Let us help orient you with a different way of thinking about investing