Benefit From Our Focus In 3 Key Areas:

 

Growth in Bull Markets is Important but Preservation in Bear Markets is Vital ...That's the Objective of our Proprietary, Quant-Based ETF Models

In backtesting using historical fund data from the market's most recent full-cycle (pre-2007 peak to 2009 crash to present), Woodwell's ETF (exchange traded fund) models showed significantly less drawdown compared to the S&P 500 Index. On the upside, selections made by our Growth model would have produced over three times the wealth as and investment which matched the Index (see the Performance Graph on our ETF Model Summary Page). Each model offers a different risk/return "flavor"? yet all accounts feature anytime liquidity, no transaction cost active management and no time commitment whatsoever.

 

Turn On A Dependable Flow of Lifetime Income Without Sacrificing Future Flexibility 

For clients who want to start enjoying what they've accumulated (now or in the future), the sound logic of the Income For Life™ model can help provide an income stream to last a lifetime while still allowing for flexibility to respond to future "unknowns". Find out more...watch the movie at our Retirement Time website:

 
 
 
Comprehensive Financial Planning

for Those Who Require It

 

Planning services are available at no extra cost to our investment clients.Our principals have demonstrated the knowledge, experience and ethics necessary to satisfy the Certified Financial Planner Board of Standards™ requirements for expertise in all aspects of financial planning including college, retirement and estate planning techniques.  Read more about the special skills of a CFP professional at www.cfp.net.

 

This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Client results may differ from model performance results.There are risks involved in investing in ETFs, including possible loss of money. The S&P 500 is an unmanaged index of 500 widely held stocks that generally considered representative of the U.S. stock market. Indices are unmanaged, do not incur fees or expenses and cannot be invested in directly