Do you dread the month end storing, reconciling and tracking of multiple mutual fund reports, multiple equity holdings reports from multiple fund houses?
Do you also have accounts with multiple Portforlio Management Services?
Do you wish that there was a way to get all your statements in one place and one advisor that you could deal with for all your financial requirements?
Wodehouse reconciles, stores, tracks and consolidates all your investments, bank statements in a completely confidential manner. We are your single point of contact for all matters financial.
We will provide best in class service to you, leveraging the best global practices, systems and technology to ensure your complete satisfaction.
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.
Unlike traditional wealth management firms, such as banks, brokerages and trust companies, Wodehouse does not sell commission based investment and financial products. 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.
Wodehouse interests are aligned with our clients, addressing issues that are most pressing in the minds of our clients.