Case Studies - Investment Planning
Not long ago, Woodway Financial assisted a retiring corporate executive with consolidating, managing and monitoring his entire investment portfolio – a generous portfolio that included retirement savings, deferred compensation, a company rollover plan, stock options and significant liquid assets.
After his retirement, the former executive engaged Woodway to oversee his entire portfolio of investments. This included direct management of a significant portion of his traditional equity and fixed income allocations and oversight of his real estate and alternative investments, managed by third party institutions. This global oversight included consolidated asset allocation, performance and tax related data. As a result, the client was able to monitor and evaluate his entire spectrum of investments. Additionally, Woodway was able to use this information to offer precise and informed financial and estate planning.