Welcome to Wood Asset Management
Wood Asset Management is an investment management firm located in Sarasota, FL. We provide a range of investing strategies to both individual and institutional clients. Established in 1994, the firm manages over $450 million in assets for institutions, Taft Hartley accounts, foundations, endowments and private clients.
Clients can expect the following when entrusting their assets with us:
We strive to provide attractive risk-
We have a conservative investment philosophy that participates in up markets with a strong focus on preserving principal in down markets
Our portfolios have a high quality bias. We own industry leading companies with solid balance sheets, a strong track record of cash flow generation, attractive and growing cash dividends and seasoned management teams that have a track record of effectively utilizing shareholder capital
Our portfolios are both cost effective and tax efficient given low turnover rates
Our portfolios are managed by an investment team that has been together for five consecutive years and who has roughly 40 years of investment experience
For more details on available products, please visit our Product Page.