Grandfield & Dodd, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,150,432,908
Clients
742
Advisors
4
across 2 offices
About
Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and a small number of not-for-profit institutions. The firm generally manages accounts on a discretionary basis and typically requires a minimum relationship size of $1 million, with some exceptions at the firm’s discretion.
The firm’s investment approach centers on long-term, fundamental equity analysis and diversified portfolios intended to preserve and enhance clients’ real purchasing power, with tax and estate considerations integrated into investment decisions. The brochure notes that Grandfield & Dodd does not present a separate financial planning service; instead, financial- and estate-planning topics are discussed and incorporated into portfolio management, and the firm accommodates client-directed social or environmental restrictions on investments.
Distinctive aspects include managing roughly $2.2 billion for about 740 client relationships while operating with a compact, experienced investment team and internal fixed-income and trading capabilities. The firm also emphasizes formal proxy-voting practices, the ability to aggregate block trades and participate in municipal bond transactions, and explicit procedures to address soft-dollar relationships and conflicts of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001 - $20,000,000: 0.40% annually $20,000,001 - $50,000,000: 0.30% annually $50,000,001+: 0.25% annually
Account minimum: $1,000,000
Main office
See office28 Liberty Street, Suite 5901
New York NY 10005
Advisors at this office
1
Offices (2)
Most active in
California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Hawaii · Illinois · Louisiana · Maine · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Oregon · Pennsylvania · Rhode Island · Tennessee · Texas · Utah · Vermont · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrea N
CFA®, Series 63
New York, NY
Grandfield & Dodd, LLC
Andrea Netcher is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. She has been with Grandfield & Dodd, LLC since 2016. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm’s investment approach focuses on long-term, fundamental equity analysis and diversified portfolios designed to preserve and enhance clients’ real purchasing power, incorporating tax and estate considerations.
Cheryl G
CFA®, Series 65
New York, NY
Grandfield & Dodd, LLC
Cheryl Grandfield is a CFA® charterholder with 14 years of industry experience. She has been with Grandfield & Dodd, LLC since 2001. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach with an emphasis on valuation, diversification, and integration of tax and estate planning, managing approximately $2.03 billion across about 733 client relationships.
Jeffrey M
CFA®
New York, NY
Grandfield & Dodd, LLC
Jeffrey Macdonagh is a CFA® charterholder with 18 years of experience at Grandfield & Dodd, LLC, where he has worked since 2008. He has five years of industry experience and is based in New York, NY. Mr. Macdonagh serves on the Board of Directors of Pro Mujer, Inc., a nonprofit organization focused on financial services and microfinance. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm emphasizes long-term, fundamental equity analysis and diversified portfolios that incorporate tax and estate considerations.
Tae Gene C
CFA®, Series 63
New York, NY
Grandfield & Dodd, LLC
Tae Gene Cho is a CFA® charterholder with five years of industry experience. He is a member of the four-advisor team at Grandfield & Dodd, LLC, where he has worked since 2002. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm focuses on long-term, fundamental equity analysis and diversified portfolios, integrating tax and estate considerations without offering a separate financial planning service.
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