How does the advisor help clients – Key Takeaways:
WOODWARD INVESTMENT MANAGEMENT, LLC is a leading financial firm that provides expert advice and guidance to its clients. The firm prides itself on its ability to help clients achieve their financial goals through strategic investment management and personalized financial planning.
Facts and Insights
Here are some key facts and insights about WOODWARD INVESTMENT MANAGEMENT, LLC:
| Assets Under Management | $200 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
WOODWARD INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
WOODWARD INVESTMENT MANAGEMENT, LLC works with a variety of clients, including individuals, families, business owners, and institutions. The firm is dedicated to building strong relationships with each and every client and tailors their services to meet the unique needs and goals of each client.
Fees & Compensation
WOODWARD INVESTMENT MANAGEMENT, LLC operates on a fee-only structure, meaning that they do not receive commissions or other forms of compensation for recommending certain products or services. This allows the firm to always act in the best interests of their clients and eliminates any potential conflicts of interest.
Background
The team at WOODWARD INVESTMENT MANAGEMENT, LLC has a wealth of experience and expertise in the financial industry. Led by founder and CEO, John Woodward, the team works closely with each client to develop personalized strategies for achieving their financial goals.
Financial Advisor Disclosures to Know
WOODWARD INVESTMENT MANAGEMENT, LLC is committed to transparency and open communication with its clients. As a registered investment advisor, the firm is held to a fiduciary standard, meaning they are legally bound to act in the best interests of their clients at all times. Additionally, the firm has a clean record with regulatory agencies, with no regulatory sanctions or disciplinary actions on record.