Woodward Investment Management provides wealth management services on a discretionary basis, either directly or through sub-advisory arrangements. They also offer model portfolios to other investment advisors and consulting services to registered investment advisors. Woodward's investment philosophy, known as SGARP (Sustainable Growth at a Reasonable Price), focuses on purchasing high-quality companies at reasonable prices. They manage assets for individuals, high net worth individuals, trusts, and other entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the complexity of the account, the individual client’s requirements for frequency of communication, potential future business, etc. Clients receiving the same service from Woodward may be paying different Advisory Fees.