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WoodTrust Asset Management
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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 almost $900 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.
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.
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Not FDIC Insured - No Bank Guarantee - May Lose Value
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Consumer Banking