Dogwood Investment Advisors
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  • Values
  • Approach
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APPROACH

Using a Common Sense Approach to Investing



​At Dogwood Investment Advisors, you will find a commitment to excellence and a true passion for investing.  

We manage your portfolio to help grow and protect your wealth.  This includes factoring in your preferences and feelings toward risk, with ongoing monitoring and rebalancing.

We "eat our own cooking", investing our personal assets in the same manner as we invest your assets.


We use the industry's most advanced wealth management tools to provide comprehensive, tailored financial plans. 


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"We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful"  --  Warren Buffett

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Dogwood Holdings, LLC (dba Dogwood Investment Advisors) is a State of Illinois Registered Investment Adviser.
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  • About
  • Values
  • Approach
  • Our Team
    • Leadership
    • Partners
  • Contact
  • Client Login
    • Dogwood Wealth Management System
    • Fidelity Login