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Building Wealth Across Generations

Since 1930, we’ve managed custom portfolios to help our clients achieve their financial goals and build lasting legacies.

Our goal is simple: to build wealth by preserving and enhancing the purchasing power of your assets over the long term.

Who we serve

We work with ultra-high-net worth individuals, non-profits, endowments, foundations, as well as family offices, bank trust departments, and consultants acting on behalf of a family. We’re privileged to serve multiple generations of families and maintain longstanding relationships with clients who joined us in the early days of our firm. We also welcome the opportunity to meet with new clients to discuss your investment goals and how our approach can help you achieve them.

While we often manage our clients’ entire investment portfolio, we also offer flexibility to serve as a complementary manager—seamlessly integrating with existing strategies. Our role is to translate your goals into a long-term portfolio and be your thought partner across market cycles.

Delivering value

Consistent Track Record

Our process, patience, and persistence set the stage for lasting wealth creation.

Tax Aware

Our long-term approach historically favors lower turnover, transaction and tax costs.

Transparency

You know what you own and the fees that you pay.

Stability

We have served as a trusted investment advisor to wealthy families across generations.

Integrity

We act in your best interests to promote your long-term success.

Dedicated Client Team

We are focused on understanding and meeting your needs.

A single philosophy, proven for over 95 years

We invest with patience, rigorous fundamental research, and an uncompromising valuation discipline.

  • Research-driven decisions—We use the firm’s deep fundamental research to build client portfolios rooted in our value-oriented investment philosophy.
  • Tax-smart portfolio construction—We construct flexible, tax-aware portfolios to accommodate your investment restrictions and legacy holdings.
  • Collaborative partnership—We coordinate with you and your outside advisors, so all pieces of your long-term plan work together.

 

We channel our energy and effort into the pursuit of delivering excellent client outcomes.

Tailored investment portfolios

Your portfolio is built from a focused set of 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 we believe 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 build a 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.

Learn more about our philosophy and approach

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 16 years at Dodge & Cox. The Committee works together to set the overall investment strategy. From there, we tailor your portfolio, factoring in your investment objectives, cash flow needs, tax considerations, and other circumstances.

Steve Voorhis

Steve Voorhis

Director of Research, Investment Committee Member

29 years with Dodge & Cox
Shawn Dahlem

Shawn Dahlem

Investment Committee Member, Client Portfolio Manager

17 years with Dodge & Cox
Molly Myers

Molly Myers

Head of Private Client Group, Investment Committee Member

16 years with Dodge & Cox
Lawrence Gu

Lawrence Gu

Investment Committee Member, Client Portfolio Manager

11 years with Dodge & Cox
Paul Cecconi

Paul Cecconi

Investment Committee Member, Client Portfolio Manager

6 years with Dodge & Cox

Committed to Helping You Build Your Legacy

Our dedicated Private Client Team is available Monday through Friday, 8:30 a.m. to 5:00 p.m., Pacific Time.

 

415-981-1710

privateclients@dodgeandcox.com

 

Private Client Team 
Dodge & Cox
555 California Street, 40th Floor
San Francisco, CA 94104

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.