The Art of Wealth Management

Investment Philosophy

Our core investment philosophy centers on making smart investments around the globe at reasonable valuations.

The Fee Based Difference

We sit on the same side of the table and are on the same team. If your account goes up, our fees go up. If your account drops, so does our fee.

We’re not concerned about labels like “value” or “growth”. Instead, we focus on finding sound investments using a long-term time horizon. It’s an approach we have used with our members for over 25 years through all types of market conditions.

We invest when others are fearful – if we believe valuations are compelling and there’s legitimate hope for a turnaround. We'll pay for growth potential, but only if the opportunities are fairly priced.

We do try to keep things simple. We favor profitable areas of the market, and seek businesses that are consistent, dependable, and understandable – and pay dividends*. We believe in the power of compounding. We’re not tied to Wall Street opinions – in fact, we lean toward a contrarian view – and we take advantage of market imbalances and fluctuations. We appreciate tax-friendly investments and low fees.

At Dodds Wealth Management Group, we’re passionate about our investment selection and portfolio design. We look to maximize our opportunities while trying to avoid possible dangers. The portfolios of our team members and families include the same types of investments we recommend for our members. We eat our own cooking.

Of course, we’re here to give you the best financial advice possible for your situation and preferences. That means we’ll listen to you, keep an open mind, and consider your risk profile.

Being comfortable with your firm’s investment philosophy is important. So, we invite you to find out more about our philosophy when you visit with us.

*The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.