Wodehouse does not slot clients into traditional canned methodologies. Our Investment Management process tailors the investment methdology to the Client's needs, not the other way around.
Our process creates a custom investment management program that aligns the portfolio and investment to the client objectives.
Our team consists of six exceptional individuals with more than 100 years combined industry experience covering all operational areas.
Our approach focuses first and foremost on defining, limiting and minimizing investment risk. Our research-driven investment program is designed to identify undervalued investment opportunities exhibiting exceptionally compelling risk/reward characteristics. Our research process is structured to identify fundamentally attractive opportunities across asset classes and we allocate capital to investments only afterrigorous research and analysis
We are able to derive an investment edge through:
We are committed to exceeding our clients’ expectations not only in our investment program but also in the way we operate our business. Investors have transparency into our investment operations via detailed regular newsletters supplemented by access to our team. We also pride ourselves on prompt and superior client service at all times.
Do you have a documented investment plan, long term goals and objectives?
Are your investments in sync with your goals?
We ask those questions and manage your investments using an integrated and proprietary asset allocation methodology. Our structure and methodology allows for complete and transparent investment management practices.
We are paranoid about controlling not only your costs, but our own as well. In doing so, we are able to pass on the cost savings to you. By being nimble and avoiding bloated administrative and bureacratic structures, and working with only a select number of families, we are able to leverage economies of scale and offer tangible cost efficiencies to clients.