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Dan Shomper Quoted in U.S. News & World Report

March 26, 2025 | In the News

Dan Shomper

While some stock fund managers have faced challenges in maintaining value over the last decade, others have consistently outperformed their benchmarks or peer groups. Senior Associate Wealth Manager Daniel Shomper, CFP® offered his thoughts on the managers at Dodge & Cox in a recent article by U.S. News & World Report. “Using a committee structure to manage funds helps create stability. It eliminates the reliance on star portfolio managers and makes succession planning easier to implement, both of which give investors a steadier experience,” he said. Click here for the full article.

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