DowCap is an independent, fee based registered investment advisor serving qualified retirement plan sponsors and individual investors.
We bring decades of experience across the 401(k) and investment management landscape.
Private client assets are independently custodied at Pershing, LLC, a Bank of New York/Mellon company. For 240 years, Bank of NY/Mellon's global infrastructure has delivered trusted financial solutions while advancing finance for individuals & institutions since 1784.
We work with Tier 1 401(k) vendors such as:
- Fidelity
- Vanguard
- Charles Schwab
- Capital Group | American Funds
- T. Rowe Price and a few select others.
DowCap offers qualified plan consulting services to closely held businesses. We work with your, or other best-in-class professional service firms, to provide responsive plan designs for basic, as well as the most advanced scenarios.
Additionally, we provide private investment management services.
