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Investment Advisory Services

logosIAS and Dowell Insurance both utilize out-sourced services for financial analysis, reporting, and various project-oriented tasks. While traditional insurance services provide products addressing the individual and business markets for business operation protection and tax deferred planning, out-sourcing enables immediate and objective responses to all business and personal situations on a variable cost basis.

Investment Advisory Services concern the maximization of capital utilized or deployed outside of the primary business entity. Required business cash flow needs, market fluctuations, economic trends, estate considerations, and tax planning are but a few of the factors which must be measured and taken into consideration for each investment decision.

Professionals with "on target" experience will help to establish goals, and to measure and monitor the attainment of these goals - both business and personal. With knowledge of your business and personal needs, we can help to select and introduce the correct experienced professional, and we can provide on-going liaison assistance in the attainment of these goals.

General service categories available are:
  • Portfolio Wealth Maximization
  • Estate Planning and Management
  • Asset Protection
  • Investment Analysis and Management
These consulting services are fee-based and can be deployed to best manage a client’s goal.
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