Investment Management Philosophy

Here at Dodds Wealth, located in Denver and Colorado Springs, we believe in a thoughtful, straightforward investment planning philosophy - long-term investing with an emphasis on diversification, reducing fees and tax awareness.

 

Diversified Portfolio

A well-diversified portfolio means holding thousands of stocks and bonds spread across industries and continents. We believe that diversification reduces risk and improves investment returns over the long term.¹

 

Tax Aware

At Dodds Wealth, we identify strategically opportune times to execute trades to lower your taxable income and capital gains. Additionally, our experienced investment management team choose funds that minimize trading and thus reduce needless turnover that creates capital gains.

If you are ready to start investment planning, reach out to our experienced team to schedule your first meeting. Recognized by Barron’s Top 1,200 advisors list in 2019, Andrew Dodds is one of the most established investment advisors in the state of Colorado and the United States.² If you live in Denver, call (303) 539-3900 or if you are located in Colorado Springs, call (719) 260-9200.

 

¹ There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

² The 2019 Barron’s top 1,200 was awarded to Andrew T. Dodds. Barron’s awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.