Estimated year-end income and capital gains distributions as of October 31st will be available the second week of November.

Consolidate your accounts with an IRA rollover. Start Today

Alex Chartz

Alex Chartz

Client Portfolio Manager

15 years with Dodge & Cox

Mr. Chartz received his B.S. degree (cum laude) in Finance from Santa Clara University in 2009. He joined Dodge & Cox in 2009. Mr. Chartz is a CFA charterholder.