Personalized Wealth Strategies,
Built on Trust
DOLAN CAPITAL GROUP LLC • FAMILY FINANCIAL SERVICES
Our Approach
The firm seeks to optimize wealth management, growth, and stability by investing in equities with strong growth profiles with additional investments in fixed income and other asset classes for balance and stability through all market conditions.
EQUITY INVESTMENTS
Equity investments focus on companies with a proven track record and higher than average growth projections due to global sector and sub-sector market dynamics that project to be sustainable over a multi-year horizon.
FIXED INCOME INVESTMENTS
Fixed income investments are typically rated A or better, with a maturity rate that ties to the objectives of the individual family. Such investments may typically be organized with maturities staged over a number of years.
REAL ESTATE DEVELOPMENT
Other asset investments may include real estate development, where the firm is able to engage best-in-class resources for the development and management of the real estate properties.
The firm will regularly engage outside legal and accounting resources to enhance tax planning across generational objectives. In addition, the firm’s Investment Committee has significant access to market leaders in a wide range of technology driven industries.
Trust. Stability. Commitment.
Dolan Capital Group, LLC was founded by professionals who had actively managed the financial affairs of their families as well as trusts, for decades. We believe in a standard of service that is based on trust, stability, and a commitment to your financial well-being.
The firm brings a strong, multi-generational track record of providing financial advice and have managed numerous market cycles, navigated family dynamics across multiple generations, and helped families achieve goals that span decades of planning and investing.
Dolan Capital Group, LLC, is a private family office that provides a range of services tailored to meet the needs of a small number of discerning, high net worth families.
