WoodTrust Asset Management is an active investment manager delivering consistent long-term performance through uniquely constructed asset allocation portfolios and separate accounts. With over 35 years of investment consulting and management experience, WoodTrust currently oversees over $850 million in assets under management.
WoodTrust believes the path to successful investing is defined by helping investors determine and meet their personal investment objectives. Our research-based investment philosophy is founded on five key principles:
- Asset allocation
- Portfolio structure
- Tax management techniques
- Use of specialist managers or separate accounts, where appropriate
- Continuous portfolio management
We believe the application of this philosophy adds value by enhancing returns and reducing risk, thereby increasing the likelihood investors will achieve their goals.
The WoodTrust investment philosophy is implemented through three investment programs:
Separate Account Program
Institutional Mutual Fund Program
Specialist Manager Program
At WoodTrust, we understand each client has a different set of investment goals and objectives, shaped by unique life situations and experiences. Our most crucial service lies in developing a customized investment plan, based upon feedback from each client, to provide a successful environment for meeting those objectives. Over time, we feel the relationship-based approach taken with our clients allows for the highest probability of success.
