Dolan Capital Management

Private Research™ is an interdisciplinary group of financial professionals created for the purpose of providing investment consulting by hands-on practitioners. In many instances, holders of large portfolios or low cost-basis stocks don't need ongoing investment management, but they do need help in reaching timely and well-thought out conclusions about what actions they should take. That's where we fit in!

We provide various levels of research on an hourly or project basis, ranging from forward looking asset performance comparisons to benchmarking the expected return of a specific stock. Additionally, we can help retirement plan participants structure long term investment strategies and advise them regarding asset performance expectations. Below are some of the types of projects we have worked on:

Portfolio Reviews
Forward looking asset/sector allocations
Portfolio/Trust payout optimization
Private Company Valuations
Plan Sponsor Fiduciary Reviews

From time to time Private Research issues research reports concerning economic and market outlooks. Our most recent article can be viewed in the Research section.

SENIOR CONSULTANTS

John K. Dolan
John has been engaged as a security analyst since 1968 when he joined the research department of Paine Webber Inc. in New York City. He has been president of the Security Analysts of San Francisco and the Financial Planning Forum of Palo Alto. Prior to forming Dolan Capital Management in 1985, he was Managing Director for Manufacturers Hanover Investment Council. His consulting clients have included Xerox Corporation and the Phillip Morris Company.

For additional information, please visit www.privateresearch.net.