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Investment Management
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WoodTrust Asset Management, N.A. is a relationship-based trust company and investment management firm. The company currently manages over $900 million in assets, servicing over 1,300 client accounts in 28 states. WoodTrust Asset Management has experienced solid growth during the past few years and is well positioned to offer investment management, personal trust, private banking and retirement plan services to a wide variety of customers.
WoodTrust believes the path to successful investing is defined by helping investors determine and meet their personal investment objectives. Our research-based investment philosophy, guided by the
WoodTrust Investment Committee, is founded on five key principles:
- Asset allocation
- Portfolio structure
- Tax management techniques
- Use of institutional mutual funds or separate accounts, where appropriate
- Continuous portfolio management
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