Michael Foster joins Dolan Capital Advisors, LLC as a Partner!

Please join us in officially welcoming Michael Foster as a Partner with Dolan Capital Advisors, LLC.

Please join us in officially welcoming Michael Foster as a Partner with Dolan Capital Advisors, LLC. Upon joining the firm in October of 2021, Michael immediately added value to client relationships through a deep understanding of financial markets and investments. In 2022, he successfully passed level 3 of the notoriously difficult Chartered Financial Analyst exam, thereby earning his Charter. In 2023, Michael earned his Certified Financial Planner® designation.

For the past three years, Michael has excelled in each of his core responsibilities: portfolio management, portfolio research, client management, and business development. But Michael’s unique gift is communication. With a joyful spirit and true care for those he serves, Michael guides his clients through obscure financial concepts with ease. Always ready with a joke, his affable nature combined with his ambition to achieve great things has made for a perfect fit for our firm.

Our firm is committed to providing a firm that serves the multi-generational wealth management needs of our clients. With the addition of Michael as a Partner, we continue to honor this commitment.

Three Cheers for Michael…HIP HIP HOORAY… HIP HIP HOORAY…HIP HIP HOORAY!

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The market and economic data are historical and are no guarantee of future results. All indices are unmanaged and may not be invested into directly. The information in this report has been prepared from data believed to be reliable, but no representation is being made as to its accuracy and completeness.

Nothing in this material should be construed as investment advice offered by Dolan Capital Advisors, Inc. This market commentary is for informational purposes only and is not meant to constitute a recommendation of any particular investment, security, portfolio of securities, transaction, or investment strategy. No chart, graph, or other figure provided should be used to determine which securities to buy, sell or hold. No representation is made concerning the appropriateness of any particular investment, security, portfolio of securities, transaction, or investment strategy. You should speak with your own financial professional before making any investment decisions.

Past performance is not indicative of future results. Dolan Capital Advisors, Inc. does not guarantee any specific outcome or profit. These disclosures cannot and do not list every conceivable factor that may affect the results of any investment or investment strategy. Risks will arise, and an investor must be willing and able to accept those risks, including the loss of principal.

Certain statements contained herein are statements of future expectations and other forward-looking statements that are based on opinions and assumptions that involve known and unknown risks and uncertainties that would cause actual results, performance, or events to differ materially from those expressed or implied in such statements.

Ben Dolan and Michael Foster are investment advisor representatives of Dolan Capital Advisors, Inc., a SEC-registered investment adviser. Investment advice offered through Dolan Capital Advisors, Inc.

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