Services > Investment Services

Investment Services

Investment management is an important part of an overall financial plan. As independent advisors, we have access to nearly every type of investment available including mutual funds, stocks, bonds, CDs, managed accounts, annuities, and much more.

We work with each client to design a portfolio specific for individual investment needs, goals and objectives because no two clients are the same. We encourage our clients to be involved throughout the course of this process, and to ask questions so that they feel comfortable with their chosen investment strategy. Many clients also find our fee-based managed money investment strategies to be beneficial and cost effective over the long term.

We know how tempting it can be to invest in the hot stock of the day or to try and time the market, but we believe that a long-term, diversified investment strategy is a more strategic
way for most individuals to reach their goals.


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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Dowd & Associates and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. (Insurance and Tax Services, etc.) offered through Dowd & Associates are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.