• Woodward Partners

  • Woodward Partners

  • Woodward Partners

  • Woodward Partners

Copyright 2020 - Woodward Partners

Investment Approach

Utilizing a time honoured approach to the allocation of assets across a diversified range of investment opportunities.

At Woodward Partners Asset Management have a passive approach to client capital gain. Using varying risk modeling, we ultimately seek undervalued assets that emerge propel themselves in the preferred direction. However, when guiding our clients, we prefer to listen to their individual goals and dreams, fully appreciate their risk tolerance, while taking their future capital needs into consideration.

After all every individual, each corporation is different in their make-up, intended goals and beliefs in how to arrive there safely, securely and successfully. A fifty-nine year old retiree would be more suited to a portfolio structured in a different way to that of a university graduate at the start of his or her career. Investment strategies can vary substantially. It is therefore imperative that we truly recognize the most appropriate solutions that addresses and accommodates the specific goals and individual requirements of each client under care.

Flexible investment solutions

While some investors limit themselves to one investment philosophy, for example, value investing, fundamental based investing or growth investing; others may lean towards a socially responsible investment plan or indeed pursue a contrarian approach to achieving their objectives. Many investors prefer straightforward equity placements or corporate bond positions; others prefer the excitement and rewards that derivatives such as futures' and options bring.

At Woodward Partners Asset Management we offer a range of portfolio strategies that prioritize flexibility. We strive to create a portfolio structure, which is based on a complimentary asset allocation model. Of paramount importance to the success, the preservation of capital remains a vital component as we seek appreciate your wealth. We ultimately look towards constructing truly diversified portfolios, utilizing most key industry and sector, employing all available products or instruments needed to succeed. Whatever your motivation, there is an Woodward Partners strategy for you.

Contact Woodward Partners to see how we can make your finances work for you.