• Woodward Partners

  • Woodward Partners

  • Woodward Partners

  • Woodward Partners

Copyright 2020 - Woodward Partners


What is a managed account?

A managed account is one that has an investment advisory relationship between you and your advisor. Based on your individual goals and risk tolerance, a custom portfolio is created and managed on your behalf by a professional money manager. A managed account can be discretionary or non-discretionary in nature, depending on the terms of your signed client agreement.

Can I get recommendations from a Woodward Partners Investment professional?

Yes. Your Woodward Partners Investment professional is committed to being your advisor. Woodward Partners Investment professionals work to understand your financial goals and can offer guidance on a dynamic selection of investment choices available at Woodward partners. Recommendations made by Woodward Partners Investment representatives are intended to be acted on immediately by placing an order with your Woodward Partners Investment representative. (If you wait to place an order after receiving a recommendation, market conditions or other factors may change at any time after the recommendation is given, which may render the recommendation untimely, unwise or possibly no longer suitable).

What types of products are available through Woodward Partners Investments?

Woodward Partners offer our clients a wide range of financial products. Some of our investment options include:

Mutual funds



Bonds (fixed income)

Managed accounts

Retirement portfolios

Who is your clearing firm?

Woodward Partners uses various clearing entities globally, generally depending on a client’s location. A clearing firm is an organization that handles the settlement of transactions.

What types of guidance can my Woodward Partners Investments professional provide?

Woodward Partners Investment professionals make recommendations that match your unique financial goals, time horizon, and risk tolerance with appropriate investment products and services. A Woodward Partners Investment professional can offer guidance on:

Investment planning

Retirement planning

Asset allocation

Stock option planning

Any other questions please don’t hesitate to contact Woodward Partners on  +507 833-7411 or via email at This email address is being protected from spambots. You need JavaScript enabled to view it.