Grandfield & Dodd, LLC is an independently owned firm that provides customized investment counsel services to individuals, families and trusts. Our objective is to preserve and enhance the real purchasing power of our clients’ wealth over time, principally through the ownership of publicly traded stocks and bonds. We work closely with each client to structure diversified investment portfolios tailored to their individual requirements, goals, concerns and circumstances.
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.
Grandfield & Dodd, LLC is an investment adviser registered with the U.S. Securities & Exchange Commission. As such, we are required to prepare a Client Relationship Summary (Form CRS) and a Firm Brochure & Supplement (Form ADV, Part 2). These disclosure documents provide additional information about the firm, our business practices, and the qualifications of our investment professionals.
Click below to download our current Client Relationship Summary and Firm Brochure & Supplement.