We maintain a conservative and balanced posture that achieves solid and consistent investment returns while avoiding excessive risk.
Our investment philosophy is based on traditional portfolio management criteria utilizing a top down approach. The first and most important factor is determined by the client’s investment objectives and constraints. Long term investment goals, cash flow requirements, time horizons, risk aversion, and tax situations are carefully identified to determine the appropriate level of investment risk and return in developing a portfolio objective.
Once a client’s investment objectives and risk tolerance are identified, portfolio allocations used within these guidelines are determined by our expectations for the overall economy, both domestic and international, and how these expectations will impact corporate profits, inflation, and interest rates. We build a portfolio with the appropriate level of investment risk and return parameters to meet individual financial goals. Woodway continually monitors the portfolio for changes in the economic and investment environment or alterations in individual objectives.