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- Custodian
- Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- BridgePioneer
- Established Date
- 11-24-1989
- Office Locations
- 1
Office Locations
About Dover Partners INC
Dover Partners, Inc. is an SEC-registered investment adviser providing individually managed accounts with portfolio managers handling day-to-day trading. The firm supports retail and institutional relationships and complements portfolio management with financial planning and retirement plan support. Portfolios emphasize asset allocation across ETFs, mutual funds and fixed income. Trades are executed through the client’s designated broker, with custody held at that broker or a chosen trust institution.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JACKSON ARTHUR NEWELL
Chief Executive Officer, Chief Investment Officer
- CRD
- #2519219
- Ownership
- 25% but less than 50%
JOSHUA ANDREW SMITTKAMP
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- #5620299
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,134,429 | $1,440,627 |
| Non-Discretionary | $475,483,815 | $47,548,382 |
| Total | $508,618,244 | $15,412,674 |
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Separately Managed Accounts
Total SMA Asset: $508,618,244
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $558,099,627 | 16.8% |
| Public Funds | $534,845,476 | 16.1% |
| Corporate - Investment Grade | $504,947,282 | 15.2% |
| U.S. Government/Agency | $395,320,569 | 11.9% |
| Cash | $601,285,908 | 18.1% |
| Municipal Bonds | $727,522,728 | 21.9% |
| Total | $3,322,021,590 | 100.0% |