Dogwood Investment Advisors
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  • Values
  • Approach
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APPROACH

Using a Common Sense Approach to Wealth Management


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

We partner with our clients to create and implement a comprehensive financial strategy to fit their objectives and risk profile.  We leverage a variety of highly rated, low cost investment choices and portfolio management strategies.

We align our interests with our client's interest by investing our personal assets in the same manner as our client's ... so "we eat our own cooking". While the asset allocation may vary based on individual objectives, the investment options are the same.


We use a technology centric approach, leveraging industry leading platforms and the most advanced tools.


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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