The CEO of a local company received a large bonus at the completion of a major corporation transaction. With such a significant change in his financial situation, the CEO wanted to make sure his investments were well positioned to provide for he and his family. Woodmont reviewed his current asset allocation, his private stock holdings, and real estate investments to develop a complete balance sheet for the first time. Woodmont determined that his investments would be best structured by changing his allocation from a growth focus, to a capital preservation focus.
To provide for basic living expense, we developed a custom bond laddering portfolio to provide for income needs. The remainder of the client’s assets we invested in a broadly diversified portfolio with global exposure. The client now enjoys greater confidence that his near term cash flow needs are covered, and that his investments are well positioned to grow over time ahead of inflation, without taking undue risk.