DOGWOOD INVESTMENT ADVISORS

Overview

Dogwood Investment Advisors is an independent, individual-owned registered investment adviser that serves a concentrated roster of individual and family clients. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters for clients. Fee arrangements combine a percentage of assets under management with hourly billing, and the firm operates as a discretionary manager for its accounts. Investment positioning is tilted strongly toward publicly traded securities; filings show a pronounced preference for exchange-traded equities. Dogwood does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant. The firm does make use of third-party managers for alternative strategies rather than acting as a primary capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices