GRANDFIELD-DODD.COM

Grandfield Dodd

How we work with clients. Learn about our investment philosophy. Our analysis of the broad economic outlook, view on the financial markets and our internal industry and company research is supported by more than a century of collective investment industry experience among the five owners of the firm. We believe that the depth of professional expertise, attention to client needs and high level of client service that we provide are rare in today’s marketplace. Form ADV, Part 2. Form ADV, Part 2. Additional...

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How we work with clients. Learn about our investment philosophy. Our analysis of the broad economic outlook, view on the financial markets and our internal industry and company research is supported by more than a century of collective investment industry experience among the five owners of the firm. We believe that the depth of professional expertise, attention to client needs and high level of client service that we provide are rare in today’s marketplace. Form ADV, Part 2. Form ADV, Part 2. Additional...

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Grandfield Dodd | grandfield-dodd.com Reviews

https://grandfield-dodd.com

How we work with clients. Learn about our investment philosophy. Our analysis of the broad economic outlook, view on the financial markets and our internal industry and company research is supported by more than a century of collective investment industry experience among the five owners of the firm. We believe that the depth of professional expertise, attention to client needs and high level of client service that we provide are rare in today’s marketplace. Form ADV, Part 2. Form ADV, Part 2. Additional...

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grandfield-dodd.com

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Grandfield Dodd

http://www.grandfield-dodd.com/philosophy

How we work with clients. New York, NY. Tel 212.477.9626. Fax 212.777.7764. Additional information about Grandfield and Dodd, LLC or any other investment adviser registered with the U.S. Securities and Exchange Commission (SEC) is available through the following website maintained by the SEC: www.adviserinfo.sec.gov.

2

Grandfield Dodd

http://www.grandfield-dodd.com/people

How we work with clients. Cheryl L. Grandfield. Richard W. Dodd. Bonnie C. McKenna. Jeffrey T.S. MacDonagh. Michael A. Kaye. Jennifer Y. Lee. Anish K. Philip. Cheryl L. Grandfield , CFA, CIC. The Chartered Financial Analyst (CFA) designation is awarded by the CFA Institute to individuals who pass a series of written examinations on investment principles and meet certain professional and ethical requirements. New York, NY. Tel 212.477.9626. Fax 212.777.7764.

3

Grandfield Dodd

http://www.grandfield-dodd.com/fees

How we work with clients. Our fees are based on a percentage of assets under management. Our standard fee schedule is as follows:. Balance over $50 million. Our usual minimum relationship is $1 million. New York, NY. Tel 212.477.9626. Fax 212.777.7764.

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Grandfield Dodd

http://www.grandfield-dodd.com/how-we-work-with-clients

How we work with clients. How we work with clients. Our sole function is to provide independent investment advice to our clients. We are not affiliated with banks, brokers, dealers or other financial institutions and are able to serve our clients free from undue influence. We believe that continuous consultation with our clients is key to aligning investment decisions with their needs. New York, NY. Tel 212.477.9626. Fax 212.777.7764.

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