Our only business (and sole source of income) is providing transparent, fee-based investment management. However, for most clients, a Woodmont relationship also includes counseling on related financial matters including estate planning, business ownership, tax and retirement planning. If we identify gaps that should be addressed, we work with the client’s legal, accounting, and other advisers or we make referrals to those who have the necessary expertise.
Before executing the first transaction, we acquire a thorough understanding of each client‘s financial circumstances, risk tolerance and investment objectives. After familiarizing ourselves with clients’ goals, we present a tailored investment strategy and asset allocation plan. Upon approval, we begin to execute the strategy. Most clients’ portfolios will consist of a customized mix of equities, fixed-income, and where appropriate alternative investments.
We meet regularly to ensure clients remain well-informed about the portfolio and that we remain informed about changes in circumstances or goals that might affect our management of the portfolio. Clients receive monthly statements from their broker/custodian. In addition, we provide comprehensive and easy-to-understand quarterly investment appraisals for clients.