- Roth IRA
- Mutual Funds
- Bonds
- Accounting Services
- Financial Planning
- Retirement Planning
- Annuities
- Asset ManagementIn 2001, Dow was promoted to the Private Asset Management group. It was here where Dow gained extensive knowledge in asset allocation using separately managed accounts (SMA’s). His main function was to support and educate financial advisors in using AIM as a separate account manager within their asset allocation models and platforms.