Investment Management

A DIFFERENCE IN OUR INVESTMENT PHILOSOPHY

“Buy and hold” may make sense for some investors but we don’t think it makes sense for an investment professional to sit back and watch while markets tumble. We cannot promise to get you out at the top or in at the very bottom, but by recognizing and acting on established trends, we may be able to enhance your overall returns and minimize damage from major market downturns.

CUSTOM PORTFOLIOS

Woodwell offers custom investment portfolio construction and ongoing investment management based on sound asset allocation principles and an understanding of both technical and fundamental analysis.

We favor index Exchange Traded Funds (ETFs) for portfolio construction because of their liquidity, diversification, low internal costs, and breadth of available choices tracking both broad market and major worldwide sector indexes. To help us make decisions about when it’s time to reallocate or rebalance, we regularly track a number of specific data elements we have found to be predictors of shifts in investor sentiment.

ACTIVELY-PASSIVE PORTFOLIO DESIGN

We actively allocate and reallocate portfolios using passively managed index Exchange Traded Funds

WOODWEALTH™ INVESTMENT MODELS

For investors who prefer a rules-based approach to investing, we offer our WoodWealth series of proprietary investment models. These quantitative models help eliminate emotion in investment selection and timing decisions. All of our models use algorithms developed and tested using actual market data from many different market cycles.

DIVIDEND / PRICE VALUE MODEL

Our Dividend / Price Value Model uses proprietary value and dividend screens to select up to 30 individual stocks from the S&P 500 Index and rebalances annually to capture new value-based selections.

VALUE GROWTH, LOW VOLATILITY AND BLEND ETF MODELS

Using actual performance data from the market downturn of 2007-2009, we developed proprietary ETF selection algorithms to create portfolios which are designed to outperform through an entire market cycle.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC, Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). JWC, JWCA, and Woodwell Asset Management (WAM) are unaffiliated entities. Securities are not FDIC insured or guaranteed and may lose value. Investments are not guaranteed and you can lose money. Neither Woodwell or JWC/JWCA are tax or legal advisors and this information should not be considered tax or legal advice. Consult with a tax and/or legal advisor for such issues. Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with WAM are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals who reside in the following states: AL AZ CA CO CT DC DE FL GA ID IL MA MD MI NC NJ NY OH OK PA SC TN TX VA WA

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