Dodds
Wealth Management Group Approach...
Providing Confidence and Trust for Life
Our team approach
to providing confidence and trust for life is 'turn-key'
peace of mind. Meaning, leave the complexity of
asset management to us and we'll give you the key
to a simple, carefree lifestyle. Drawing upon the
combined expertise and collective wisdom of the
team members allows for a more confident client
experience.
We first need to clearly understand our clients as individuals. We do this by learning about their history which includes their unique needs and financial situation. We then create a financial plan that drives the portfolio strategy enabling our clients to pursue their dreams and goals.
Collective Wisdom
Over the years we have witnessed many financial mistakes that have led to disastrous results and emotional hardships. One of the added values of working with an experienced team of advisors is that we help our clients avoid these common pitfalls.
"When crafting our portfolios, we follow the fundamentals of economic common sense and we have never been dogmatic followers of standardized asset allocation formulas," says company founder Andrew Dodds. "The market sometimes grossly over or under prices certain asset categories - we try to take advantage of those pricing discrepancies and buy investments that are good value." There is no such thing as growth or value investing - just buying great companies at reasonable valuations.
Simply stated the team asks, "Does it make economic sense? Is it a good value? Is the risk reward ratio correct? Once we have confirmed the validity of the investment - we perform at a moment's notice, during critical periods of market activity, and we have the expertise to back it up."
Long-term Strategies
As for long-term strategies, Stanford University-bred economist Andrew Dodds employs an academically creative process when creating a clients' five to 10-year portfolio mix. Current economic trends, relative valuations, long-term earning power and a dynamic weighting of factors contribute to the visionary approach of Dodds' methodology.
At the end of the day it's all about providing our clients with confidence and trust at Dodds Wealth Management Group.