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Isabelle D

Series 66

Falmouth, ME

Bolton Securities Corporation

Isabelle Dow is a financial advisor at Bolton Securities Corporation with three years of industry experience. She holds the Series 66 designation and has worked with Bolton Global Asset Management since 2023. Her prior roles include positions at Dow Capital Management and various educational institutions. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s investment approach is IAR-driven, focusing on tailored portfolios with a long-term orientation that utilize mutual funds, ETFs, equities, and fixed-income securities.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Michael D

Series 63, Series 65

Falmouth, ME

Bolton Securities Corporation

Michael Dow is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been associated with Bolton Global Asset Management since 2007 and Bolton Global Capital since 2005. Dow is co-owner of Dow Capital Management, LLC, an entity created to operate securities and investment advisory services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm offers portfolio management using a variety of investment vehicles and emphasizes a primarily long-term approach while allowing flexibility for shorter-term strategies.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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