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Building Wealth Across Generations

 

Our goal is simple: to help you build wealth over time. We offer actively managed investment strategies across equity, balanced, and fixed income mutual funds and separate accounts to help you meet your long-term goals.

Who we serve

Since 1930, we’ve managed custom portfolios for high-net-worth individuals to help them fulfill their goals and establish their legacy. Our clients range from ultra-high-net worth individuals, non-profits, endowments, and foundations to family offices, bank trust departments, and consultants working on behalf of a family. We aim to build a lasting relationship with you by understanding your goals, designing a long-term portfolio that helps meet your needs, and delivering investment results.



Our approach

We've operated with the same investment philosophy since our founding over 90 years ago. We believe investing for the long term, based on our thorough fundamental research and valuation discipline, is appropriate for any market environment.

Book
We apply

Our bottom-up, fundamental research process to build portfolios is rooted in our value-oriented investment philosophy.

Map
We construct

Tax-sensitive and flexible portfolios to accommodate your investment restrictions and legacy holdings.

Hand Shaking
We partner

With your outside advisors to develop a comprehensive, team-based approach to fit your investment, tax, and estate planning needs.



Tailored investment portfolios

We aim to deliver you value through a focused set of actively managed investment strategies, which we align to meet your specific needs while seeking superior long-term returns.

Equity

Our active equity strategies are designed for long-term growth by building diversified portfolios of U.S. and non-U.S. stocks where the current market valuations don’t reflect the companies’ long-term profit opportunities.

Balanced

We apply our integrated equity and fixed income investment team's deep knowledge of fundamentals and their relationship to valuation to building a comprehensive and diversified balanced portfolio solution for you.

Municipal Bond

We seek stable, tax-exempt income with the goal of long-term capital preservation through a diversified set of high-quality municipal issuers.



Investing with us

We start with a conversation to understand your investment objectives and circumstances, explain our investment process and strategies, and establish clear, realistic expectations for the future. 

We maintain open, regular communication with our clients and meet periodically to review investment objectives, asset allocation, and portfolio holdings. We’ll coordinate with your outside advisers to implement your overall financial plan.



Private Client Investment Committee

Your portfolio benefits from the collective wisdom of our dedicated Private Client Investment Committee, whose members have an average tenure of 15 years at Dodge & Cox. The Committee works together to set the overall investment strategy. Then we build your portfolio, taking into account your investment objectives and tax considerations.

Eric Warner

Director of the Private Client Group

17 years with Dodge & Cox

Steve Voorhis

Director of Research, Investment Committee Member

26 years with Dodge & Cox

Shawn Dahlem

Investment Committee Member, Client Portfolio Manager

14 years with Dodge & Cox

Molly Myers

Investment Committee Member, Client Portfolio Manager

13 years with Dodge & Cox

Lawrence Gu

Investment Committee Member, Client Portfolio Manager

8 years with Dodge & Cox

Learn more about our Private Client Service.

Call

415-981-1710

Dedicated Private Client personnel are available Monday through Friday, 8 a.m. to 5 p.m., Pacific Time.

Contacts

Eric Warner
Director, Private Client Group

Shawn Dahlem
Client Portfolio Manager

Molly Myers
Client Portfolio Manager

Paul Cecconi
Client Portfolio Manager

Disclosures

Dodge & Cox does not provide legal or tax advice and the information provided herein is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.