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The Private Client relationship begins with a conversation. The goal of our discussion is to understand your investment objectives and circumstances, articulate our strategy, and establish clear, realistic expectations for the future. We can tailor the portfolio investments to address specific investment restrictions and will coordinate with your outside advisors to implement your overall financial plan.

We maintain open, regular communication with our clients and meet periodically to review investment objectives, asset allocation, and portfolio holdings. Clients receive monthly transaction summaries, detailed quarterly investment reports, and annual gain/loss statements. Each client works directly with an experienced portfolio manager and client service associate, who share various responsibilities for the account.

 

Portfolio Manager

  • Initiates ongoing review of client priorities
  • Constructs portfolio to reflect the investment strategy of the firm
  • Manages account according to client objectives and tax considerations

Client Service Associate

  • Client contact for administrative matters, including monthly income distributions, charitable gifting, and account reconciliation
  • Liaison with client's custodian

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Dodge & Cox offers investment management services designed specifically for various categories of investors. Investment management services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. This Web site is for informational purposes only and should not be construed as an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide investment management services in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. By using this Web site, you agree to hold Dodge & Cox, any of its affiliates, and each of their respective directors, officers, employees and agents harmless from any losses, expenses, costs or liabilities (including attorneys’ fees) which may be incurred in connection with the use of this Web site.

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