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Investment Management
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In addition to providing traditional banking services, WoodTrust is also a relationship-based trust company and investment management firm. The company currently manages approximately $950 million in assets, servicing over 1,100 client accounts in 30 states. The Trust & Investment team 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 Bank, 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