Dodge Wealth Management

Dodge Wealth Management provides portfolio management and financial planning to individual and high‑net‑worth clients, primarily through mutual funds and exchange‑traded funds. The firm manages roughly $89 million across about 107 client accounts and documents client objectives and risk tolerances in written investment policy statements.

The firm follows a discretionary, long‑term investment approach that draws on modern portfolio theory and fundamental analysis to build model portfolios tailored to each client’s goals and time horizon. Dodge generally limits direct security selections to mutual funds and ETFs (with non‑U.S. exposure typically accessed via funds) and offers financial planning at no additional charge to ongoing portfolio management clients.

A distinctive feature is that Dodge acts as both portfolio manager and sponsor of a wrap fee program, operating wrap accounts alongside its non‑wrap advisory services through the LPL platform. That structure — including the firm’s payment of transaction charges in certain wrap accounts and the presence of multiple mutual fund share classes on the platform — can create potential conflicts of interest around share‑class selection and trade execution that the firm discloses in its wrap program materials.