Constituencies

Dolan Capital Group, LLC (DCG) is an independent, third-party sales and marketing firm with a focus on the business development and risk management needs of two core constituencies:

  1. Asset managers DCG is dedicated to consulting with up-and-coming traditional and alternative asset managers on distribution strategies designed to grow their assets – and retain them.
  2. Financial advisors DCG’s independent team of wholesalers brings the firm’s spectrum of products to a wide variety of FAs at RIA firms, as well as to institutional consultants seeking specific mandates for major plans.

DISTINCTIVE DCG

  • Scope DCG offers the potential for access to a much broader array of internal and external products; actively or passively managed, than many other, more niche-oriented players. This has the advantages of encouraging FAs who have succeeded with one offering to explore other solutions that might fit in comparable or different mandates. In effect, they can grow their businesses as DCG adds new portfolios to its platform.
  • Discipline DCG applies a rigorous analytical approach to vetting and selecting managers, prior to including them on the firm’s proprietary platform.
  • Thought leadership credentials The DCG team possesses a high degree of economic, mathematical, technological, sales, marketing, and asset management expertise which can quickly be turned to support our clients’ sales themes and product campaigns.

A DOLAN STRATEGY CAN COMPLEMENT YOUR OWN CAPABILITIES