Our Process

Wood & Anthony’s financial professionals work with a client to identify long-term goals and objectives and then determine a plan to accomplish these objectives. As soon as the plan of action has been outlined, Wood & Anthony advisors will meet with the client to review the plan and identify the products needed to execute the plan successfully. Once these products are in place and the plan is implemented, Wood & Anthony advisors monitor performance to ensure the integrity of the plan.

Each plan by is supported by an extensive selection of insurance and financial products, in-house estate and business planning services, pension administration, health and welfare plans as well as long-term care planning.

Our Products

The Wood & Anthony approach to a custom-designed planning strategy begins with the identification of and a clear focus on all aspects of the client’s financial goals. Once the client’s goals have been identified, Wood & Anthony advisors will craft a customized plan designed to realistically achieve these goals.

Wood & Anthony advisors have several different approaches that can be used independently or in tandem, to meet the financial goals of any plan. The various approaches include: Balanced, Fixed Income, Cash Management, Equity, and International.

• The Balanced approach permits independent judgments on the use of the cash option to lower risk within each sector. The client is assured of receiving a product that is tailored to his or her unique requirements.
  
• The Fixed Income investment strategy is formulated in both a longer-term strategic context and a shorter tactical view. The purpose is capture the major trends of the market by changing the duration of the portfolio; preserve the underlying principal to be able to compound results consistently; and enhance yield and return through sector and issue selection.
  
• The Cash Management program focuses on shorter maturities and highly liquid government securities. This approach entails moderate interest rate risk.
  
• The objective of the Equity selection process is to create a portfolio of individual equity issues having the common theme of "Growth at a Reasonable Price."
  
• The International approach is to diversify equity exposure which broadens the base of opportunity in order to achieve returns over a full market cycle that are competitive with domestic U.S. equity returns. This approach is often utilized to invest in markets, which, in U.S. dollar terms, represent sustainable above-average growth at a reasonable price.