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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.
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.
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 18 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.
Learn more about our Private Client Service.
Call
Dedicated Private Client personnel are available Monday through Friday, 8 a.m. to 5 p.m., Pacific Time.
Contacts
Eric Warner
Director of Equity Client Service
Shawn Dahlem
Client Portfolio Manager
Molly Myers
Director of Private Client Group
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.