Dodge Wealth Management

Dodge Wealth Management provides discretionary portfolio management and related financial planning services to individual and high‑net‑worth clients, managing roughly $89 million across about 107 client relationships. Services emphasize mutual funds and ETFs (with non‑U.S. exposure typically through funds), there is no stated account minimum, and financial planning is offered at no additional charge to ongoing portfolio management clients.

The firm builds client‑specific Investment Policy Statements and applies fundamental analysis and modern portfolio theory in a long‑term trading framework, with regular portfolio monitoring and quarterly custodial reporting. It generally seeks discretionary authority to implement asset allocation and security selection consistent with clients’ goals, risk tolerance, and time horizon.

A distinctive feature is that the firm acts as both sponsor and portfolio manager of a wrap fee program, and manages wrap accounts under the same investment approach as non‑wrap accounts (a separate wrap program brochure is available). The brochure also discloses use of LPL’s SWM II platform and that the firm pays transaction charges on that platform, a practice the firm identifies as creating potential conflicts when choosing between mutual fund share classes (Class A versus platform shares).