About us

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.

Dodson Norwood provides access to investment strategies and techniques used by the largest and most sophisticated private and institutional investors. We seek to consistently generate superior risk-adjusted returns and serve as our clients Chief Investment Officer and investment staff.

  • External Chief Investment Officer and Multi-Family Office services for private investors families and institutional investors, such as foundations and endowments 
  • Internal investment portfolios, including multi-asset class, hedge fund of funds and emerging managers
  • Independent, privately owned firm with approximately 50 employees

Dodson Norwood provides investment, management and research services to a select group of private clients and institutions. Dodson Norwood provides access to investment strategies and techniques used by the largest and most sophisticated institutional investors.

 

Our core values emphasize:

EXCELLENCE

Dodson Norwood believes in a proactive, detailed and adaptive approach to investment management and client service. Dodson Norwood does not chase alpha, but rather, seeks consistent progress towards long-term strategic goals.

PASSION

Dodson Norwood's enthusiastic and dedicated staff strives to provide quality service, innovative portfolio management and practiced solutions that best fit the needs of each client.

INTEGRITY

Dodson Norwood manages portfolios with the client's individual needs in mind, creating an authentic and customized solution, while acting with the highest ethics and professionalism.

CARING

Dodson Norwood is a boutique firm that promotes a "family-like" atmosphere with the goal of providing an enduring legacy for our clients.

 

 

Edge

ACHIEVEMENT

Dodson Norwood has established a superior portfolio management process, as shown by our consistent results. Dodson Norwood's investment track record demonstrates our superior historical portfolio performance when compared to the regular indexes and other relevant benchmarks. Of course, past performance is no guarantee of future results.

ACUMEN

Dodson Norwood's professionals have sophisticated investment management backgrounds, are highly educated, enjoy problem solving, and pride themselves on delivering best-in-class client service. Dodson Norwood professionals are analytical, impartial, proactive, and results-oriented.

ACCESS

Dodson Norwood has deep industry relationships that facilitate our ability to source compelling investment opportunities across a myriad of asset classes.  Dodson Norwood’s clients, many of whom are professional investors themselves, also have far-reaching networks, providing us with even greater access to unique opportunities and niche investment managers.

ANALYTICS

Our strategies and processes are driven by a focus on rigorous analysis; a characteristic which we believe sets us apart from our competitors. The acumen of our team, combined with sophisticated tools and techniques, allows Dodson Norwood to analyze investments at a level beyond that of the typical advisor.

ALIGNMENT

Dodson Norwood's business model is based on true 'open architecture' with no economic incentives or distribution agreements with underlying managers. Our interests are aligned solely with that our clients.

 

Citizenship 

At Dodson Norwood, 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.

Citizenship is one of the ways in which we live and embed our Purpose and Values, and a critical part of becoming the ‘Go-To’ wealth and investment management provider. And, for society, it means we can serve as an enabler for greater, inclusive prosperity for current and future generations.

 

Corporate Social Investment 

We believe that a firm’s responsibility is not only to its shareholders, but also to the employees, clients, communities and stakeholders who are affected by its operations.

At Dodson Norwood Wealth, our corporate social investment strategy is based on the following:

  • Investing on Brighter Futures - Support education and skills development programs to enhance employability and talent activation amongst the youth.
  • Looking after Local Communities - Support community initiatives that provide comprehensive support services to disadvantaged communities and promote economic development.
  • Charity Begins at Work - Mobilizing and matching employees’ support for causes close to their hearts.

Our mandate is to bring about meaningful and sustainable uplift of the communities that exist in our areas of operation, and to generate measurable returns on our investments within those communities.

 

Sustainability 

We view sustainability as business as usual. We are mindful of the opinions and expectations of our main stakeholders and strive for open communication at all times. We ensure our economic sustainability through a client-centric approach and a strong focus on employee satisfaction. As a committed responsible citizen, we endeavor to limit the impact we have on the environment and to deliver on our responsibility to uplift the society in which we operate.

The socio-economic landscape in our country is in need of sustainable transformation. Dodson Norwood Wealth is particularly aware of the dearth of skills in the financial sector. Our Corporate Social Investment (CSI) efforts have to be responsive and bold in tackling these issues. We do not regard CSI as a compliance issue. We believe that it is important that we channel resources (financial and non-financial) toward supporting the sustainable economic development and transformation of our country.