Who we are

Dodson Norwood is a boutique firm that promotes a "family-like" atmosphere with the goal of providing an enduring legacy for our clients. Dodson Norwood also provides access to investment strategies and techniques used by the largest and most sophisticated institutional investors. We seek to consistently generate superior risk-adjusted returns and serve as our clients Chief Investment Officer and investment staff.


At Dodson Norwood Wealth, citizenship means taking into account the needs of all stakeholders and making decisions which, in the long-term, are positive for our customers and clients, shareholders, colleagues and the communities in which we operate. We ask ourselves how we can create products, services and solutions that are not just commercially viable, but can also have a benefit to society.

Tactical asset allocation

We seek to enhance portfolio returns by tactically adjusting exposures as market conditions change and opportunities arise. We overweight exposures that we believe have attractive risk/return characteristics on a forward-looking basis and tactically underweight exposures that we believe are less attractive.