WoodTrust Financial Corporation to Open Wausau Office
WoodTrust Financial Corporation announces plans to expand its central Wisconsin presence by opening an office in downtown Wausau.

WoodTrust Scholarship Winners
WoodTrust announces the winners of WoodTrust-Bell Foundation and WoodTrust Financial Corporation Associate scholarship awards.

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Steve Bell addresses the change in name from Wood County National Bank to WoodTrust Bank

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WoodTrust Bank has once again received a financial safety rating of "A+" or "Excellent" from TheStreet.com Ratings.
 

 

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WoodTrust.com  >  Trust and Investments > Third Party Mutual Fund Program
 
Institutional Mutual Fund Program
WoodTrust utilizes a proprietary, three-tiered mutual fund screening process to filter through third-party mutual funds in order to create an independent and objectively-selected Approved List of top managers. Independent research services such as Morningstar, Lipper Analytical Services and Zephyr Style Advisor are utilized in the selection and due diligence review process. The Institutional Mutual Fund Program is predominately utilized with participant-directed qualified retirement plan clients.

The WoodTrust manager selection, monitoring, and due diligence review process has been in place since 1988. The process begins with a database of thousands of third-party mutual funds and subsequently focuses on identifying the best managers, based upon the following proprietary screens:
 
Quantitative Screen:
Style analysis, risk/return analysis, performance attribution analysis
Fundamental Screen:
Fundamental characteristics, holdings review, risk factor exposures
Qualitative Screen:
Investment process review, manager interviews, legal and compliance review

The selection and monitoring process identifies mutual fund managers that display consistently strong returns versus stated benchmarks and peers, style consistency, competitive institutional fees, and consistency of management. The WoodTrust Approved List of mutual funds is continuously monitored for manager changes, style drift, investment process and risk profile changes.

Because WoodTrust does not revenue share or offer a proprietary family of funds, we have a distinct advantage: We are completely independent and objective in the manager search and selection process. At WoodTrust, our mission is to help investors fulfill their needs and realize their goals and objectives. Retirement plan participants therefore need access to outstanding, objectively-selected investment vehicles that span the risk/reward spectrum and give them the greatest opportunity to achieve success.

Plan sponsors and co-fiduciaries can take comfort in the fact that our loyalties lie first and foremost with plan participants and there are no hidden agendas in the manager selection and due diligence process.