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Through separately managed accounts, the Private Client Group serves:
  • High net worth individuals
  • Non-profits, endowments, and foundations
  • Family offices working on behalf of one of more families
  • Intermediaries, banks, trust companies, and consultants

Clients of the Private Client Group within Dodge & Cox enjoy the extensive resources of an established firm and direct contact with a portfolio manager. In building long-term relationships, we strive to understand your goals and overall financial circumstances. These factors are important components of managing your account.

The firm’s long history, stability, and proven investment process, have allowed us to advise families across multiple generations.

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This site is for persons in the United States only.

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.

Dodge & Cox does not provide legal or tax advice and the information provided 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.

Dodge & Cox's current Form ADV Part 2 Brochure is available here. Please note: due to circumstances related to the effects of COVID-19, the Securities and Exchange Commission has issued an order extending the due date for delivery of Form ADV. Dodge & Cox will be relying on this order with respect to its most recently filed Form ADV.

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