Brokers

shake

Dover was created and continues to strive to be the most Broker-Friendly money management firm in the industry. We enjoy working with consultants who believe in the same “client first” philosophy as Dover.

In addition to providing clients competitive performance, lower relative risk and superior service, the excellent support network we maintain for referring brokers has earned us the reputation of being . . .

“The Broker’s Money Manager”.

Dover assumes the daily management decisions and account servicing in order to allow the consultant’s time and efforts to be directed toward account monitoring. By putting Dover on your team, we enhance the client-consultant relationship with our excellent service orientation.

Examples of special programs and marketing tools available to referring consultants include:

Audio Tape Series (for Brokers & Client-Prospects)
Consultant Recognition Program
BrokerFax (Monthly Investment Updates)
Client Retention Program
Investment Seminars
Presentation Kits
Portfolio Manager On-Site Visits
Taft-Hartley (Union) Fund Management
Sound Icon Dover…Your Partner (51K)
compass

 

 

 

 

Sound Icon Managed Money Success (130K)

Dover holds seminars on special investment issues for referring consultant clients or prospects.
Subjects include:

Using the World’s Best Money Managers
Women and Investing
Managed Money For Investors Living Outside the U.S.
The Four Keys to Investment Success
Your Two Greatest Enemies

You can request information on these topics with Dover’s request form. If you have further questions or want to place an account with us please contact Richard Campbell.