Tod Wood

Wood Investment Counsel's investment approach integrates the identification of companies possessing attractive, fundamental prospects with a discipline of investing when the valuation of the company's stock appears reasonable. They seek to provide attractive returns while helping to moderate risk. Portfolios are constructed from a group of stocks which have been thoroughly researched and meet criteria for quality, growth and valuation. Investments are made with a several year time horizon.

Functions as a College/University

Wood & Co.'s equity investment approach integrates a growth orientation with a value discipline. The firm individually manages accounts based on each client's specific investment objectives.

Functions as a College/University

Obermeyer Wood is a long-term investor that focuses primarily on common stocks, both domestic and foreign, and as appropriate, various types of bonds, mutual funds, and ETFs. The firm's investment strategy is based on the well-documented observation that long-term investments in carefully selected common stocks (equity) have provided attractive long-term returns that have exceeded general inflation and fixed-income returns. In addition, Obermeyer Wood will suggest a ratio of equity investments, fixed-income (bonds), and cash that seems appropriate to the client’s individual circumstances and the relative long-term attractiveness of the various asset classes.