William K. Woodruff & Co, Llc

Description

• We are proud to announce that we have been named by Acquisition International as the Best Emerging Investment Adviser - Texas, and that our investment fund as been named as Best Long-Biased US Equities Fund (Since Inception) for 2016.Using fundamental, labor-intensive research, WKW identifies select US equities and packages them as a high-conviction portfolio designed to provide alpha for WKW's clients. We offer our services as an integral, but relatively small allocation, of a Qualified Clients* portfolio. Our typical client utilizes other investment managers or is involved directly in other business endeavors that may be uncorrelated with the stock market. This diversification at the client level alleviates us from the need for a traditional diversified portfolio and allows us to populate our portfolio with no more than 20 of our best ideas. Those best ideas usually involve an overweighted stock or sector based on our convictions, which themselves are based on our investment process and unique abilities. We also offer our services to RIAs and wealth managers who desire to create newly-created investment offering branded in their name using concentrated, long-biased, growth-oriented US equity strategy, which is sub-advised by WKW using its investment process and unique abilities. As an alternative, WKW can be one of several fund managers from which the RIA selects to create a personalized portfolio for its client.* PROSPECTIVE INVESTORS MUST BE QUALIFIED CLIENTS, PURSUANT TO RULE 205-3 OF THE U.S. INVESTMENT ADVISERS ACT OF 1940, AS AMENDED, PURSUANT TO THE REQUIREMENTS OF SECTION 418 OF THE DODD-FRANK WALL STREET REFORM AND CONSUMER PROTECTION ACT, AS EFFECTIVE MAY 22, 2012. THE PRIMARY DETERMINANT OF QUALIFIED CLIENT STATUS IS A NET WORTH (ALONG WITH SPOUSE) OF AT LEAST $2 MILLION.
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  Headquarters:4049 Purdue Avenue , Dallas, Texas, United States

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  Phone Number: +1 214-987-2990

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  Website: https://www.williamkwoodruff.com

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  Employees:2

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  Revenue:$1 - 10M

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  Legal Name:William K. Woodruff & Co, Llc

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• |  NAICS Code: 523110  |

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