Investment Management

We serve as the “Chief Investment Officer” for our clients, navigating the changing and complex financial markets on their behalf.

Our investment process

Our Investment Strategy

We are active “asset allocators.” We believe the best way to navigate financial markets is to assemble highly diversified portfolios across a wide range of asset classes. Using our background and expertise as bottoms-up investors, we closely watch markets to find asset classes and sectors that look attractive. Once we have found a potentially attractive area for investment, we search for the most cost effective way to obtain exposure to the potential returns. Our portfolios use a mix of index funds, ETFs, actively managed mutual funds, as well as stocks and bonds. For the majority of our clients we seek to manage downside risk as capital appreciation is just part of their investment objective.

Equity - For equity portions of portfolios, we manage two primary approaches:

Core Satellite - Indexed exposure to large-capitalization stocks through low-cost exchange traded funds. Allocation to mid- and small-capitalization stocks and international securities accomplished through no-load, low fee and more tax efficient funds. Our Coe Satellite approach is a broadly-diversified offering with an emphasis on regular re-balancing and keeping total costs (management and underlying investment) low.

High Quality Dividend - Purchase primarily large-capitalization stocks with strong balance sheets, an attractive dividend yield, and a record of increasing dividends.

Fixed Income - Woodmont believes risk-taking is better suited for the equity portion of a client’s portfolio and thus focuses fixed-income investments on investment grade government and corporate issues. We believe in owning individual bonds where we can evaluate the credit and interest rate risks associated with that bond’s maturity. We purchase bonds direct from institutional brokers and do not inventory or mark-up bonds.

Alternative - For public ‘alternatives’ to traditional equity/fixed income exposure we will utilize select REITs and opportunistic commodity-related investments, and certain actively managed mutual funds with a history of uncorrelated yet attractive risk-adjusted returns. Where appropriate, we maintain extensive relationships with third-party hedge fund, private equity, venture capital, and real estate focused partnerships.

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