Grandfield & Dodd, LLC

Grandfield & Dodd, LLC is an independent financial advisor firm established in 2001 and based in New York. The firm specializes in providing customized investment advisory and management services to individuals, families, trusts, and other entities. Their investment strategy focuses on preserving and enhancing clients' wealth through investments in publicly-traded securities and other assets. The firm's four principal owners are Cheryl Grandfield, Ted Cho, Jeffrey MacDonagh, and Andrea Sharkey. Grandfield & Dodd, LLC managed over $2 billion in client assets as of December 31, 2024, with both discretionary and non-discretionary accounts. Clients are charged management fees based on a percentage of assets under management, with fees calculated quarterly. The firm's fee schedule is competitive, but clients are encouraged to review all third-party fees and expenses. Grandfield & Dodd, LLC acts as a fiduciary, putting client interests first and avoiding conflicts of interest by not being affiliated with banks or broker-dealers. The firm's investment philosophy involves long-term investing in industry-leading companies, diversification, and consideration of social and environmental issues. Clients have the option to impose restrictions on certain securities. Grandfield & Dodd, LLC also provides detailed account reviews, voting of client securities, and a privacy policy to protect client information.