Approach and Experience

Dover’s Approach to Consulting Services

The emphasis of Dover’s approach is to provide each of their clients with reliable, unbiased and independent advice that will enable them to make well informed investment decisions. This is done by delivering services driven exclusively by what is best for the fund and its owners or participants, and not by fees derived from the account. In addition, Dover Consulting Group is willing to assume a fiduciary position for each of their clients.

About Us

Dover Consulting Group is an employee-owned and operated fiduciary consulting firm founded in 1989 by Richard A. Campbell and Jack Newell. Dover Consulting Group’s corporate headquarters are located in Dayton, Ohio with a branch office in Cincinnati, Ohio.

Biographies:

Jack Newell
Chairman and Senior Consultant
Jack’s experience as an investment consultant, equity analyst and money manager began in 1985. Jack received his B.A. from Virginia Polytechnic Institute and State University in 1976, and his M.A. from George Mason University in 1980. Jack’s previous experience includes Assistant Vice President at Society Bank, N.A. (1984-1989), Senior Trust Officer for United National Bank (1982-1984), and Investment Officer for Nations bank (1971-1982). Jack enjoys hunting, fishing and golfing.
Joshua Smittkamp, CRPS®, AIF®
Chief Operating Officer & Senior Consultant
In addition to his consulting responsibilities, Josh is the chief analyst for mutual funds and money manager research. Josh began his consulting career when he joined Dover in 2001. Josh received his BS from Wright State University and has successfully completed the College for Financial Planning’s CRPS ® (Chartered Retirement Plan Specialist) program of study.
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Helpful Facts and Research

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This is an outline of a presentation given to a professional group of independent accounting firms throughout the USA.

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The U.S. Department of Labor (DOL) and the Securities and Exchange Commission (SEC) recently published a series of tips to assist fiduciaries of employee benefit plans in reviewing conflicts of interest of pension consultants. The guidance, Selecting and Monitoring Pension Consultants – Tips for Plan Fiduciaries, addresses questions raised by an SEC staff report on potential conflict of interest disclosures by pension consultants.

How Does Dover Manage Conflicts” (Read More...)

Dover Consulting Group is a division of Dover Partners Inc., an independently owned investment management firm. We are not affiliated with any other financial services company and have no products to sell, other than our expertise. Virtually all of our revenues come from client fees. To avoid possible conflicts, we don’t consult to financial services companies that sell products to our clients. But it’s possible that some of our business practices might be construed as conflicts of interest.

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