DOW SOFTWARE, LLC
LAKEWOOD RANCH, FLORIDA

Dow Software, LLC is a distinguished technology firm founded in Lakewood Ranch, Manatee County, Florida. Incorporated on June 4, 2013, the company has established itself as an innovator with its flagship platform, STRAD®, which re-establishes portfolio management through direct ownership of securities over traditional product and contract-based avenues. With Richard (Rick) Benoit at the helm, endowed with over two decades in senior financial executive roles across several multinational corporations, Dow Software is well-positioned to deliver advanced web-centric productivity solutions. The firm's mission emphasizes a disciplined approach to investment portfolio management leveraging fundamental measures of growth and financial strength, thus aligning closely with both individual investors and professional financial advisors. Under the leadership of CEO Russell Dow and guided by Rick Benoit’s comprehensive expertise—spanning sales, finance, strategic planning, currency management, and risk administration—Dow Software seeks to redefine the investment experience by empowering clients through best practices in productivity initiatives. As reflected in their current business status, Dow Software is actively enhancing its suite with dynamic tools designed for robust portfolio management. Operating out of 16214 Foremast Place, Lakewood Ranch, Florida, and accessible via (207) 878-1142 or [dowsoftware.com](http://www.dowsoftware.com), the company maintains transparency in its operations, as evidenced by their latest annual report filed on January 10, 2024. With a unique Fei Number of 46-2878143 and a firm standing within the FLAL business community, Dow Software continues to build upon its foundational principles, ensuring comprehensive and reliable service for today’s investment professionals.