By providing a complete investment solution for families, institutions, and endowments/foundations, Woodmont Investment Counsel helps our clients achieve their financial goals. In the rapidly changing investment advisory industry, it is the vision of Woodmont Investment Counsel to be a leader in innovative ideas and performance, blending cutting edge technology with sophisticated investment advice.
Sophisticated Investment Team
Our team of investment professionals has diverse backgrounds in the investment management industry; with experience at hedge funds, sell-side investment banks, global fixed-income managers, and Wall Street brokerage firms.
Boutique Client Service Approach
A team-based approach, each client has at least two primary points of contact at Woodmont. Along with our talented portfolio administrators, the client experience at Woodmont is second to none.
Woodmont is a Registered Investment Advisor. We serve as fiduciaries requiring us to place our clients’ interests first. We disclose all fees, investment costs, and potential conflicts of interest.
Our typical client has a net worth of at least $2 million, with at least $1 million of investable assets.
From our close work with family enterprises, we understand families are unique. We partner with families in a multi-generational context and in collaboration with other advisors to meet specific goals.
Woodmont works closely with business owners in several ways to manage their liquid assets, as well as lay out a comprehensive investment plan in conjunction with any sale or transaction of the business. As well, we provide 401(k) plan administration to business owners and their employees.
We work with institutions to provide investment advisory services, as well as 401(k) plan administration. We have substantial experience in working with investment committees to help organizations articulate and achieve their investment priorities.