DOLAN PARTNERS LLC

Overview

Dolan Partners LLC is an independent registered investment adviser operating as a limited liability company that focuses on individualized wealth management for individuals, families and small business owners. The firm delivers financial planning and discretionary portfolio management, using a mix of percentage-of-AUM and fixed-fee billing. Investment activity is tilted toward liquid equity exposures: exchange-traded equities represent the single largest asset type the firm manages. Portfolios are constructed with an emphasis on equity allocations, while alternatives—specifically real estate—are used to broaden diversification and income characteristics where appropriate. The adviser appears to run customized mandates rather than a one-size-fits-all model, relying on separately managed account (SMA) infrastructure to deliver tailored equity sleeves and to accommodate client-specific constraints. Dolan Partners does not position itself as an active ESG investor and focuses on traditional wealth-management relationships rather than institutional or pension consulting work.

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Location & Offices