Woodward Investment Management, LLC

Overview

Woodward Investment Management, LLC is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm runs an equity-first mandate: the largest portion of client assets is invested in exchange-traded equities and related vehicles, with portfolio construction favoring personalized equity exposure delivered through separately managed accounts and ETFs. Fee arrangements include a percentage-of-AUM component and unspecified additional fees. The adviser does not identify as an active ESG investor and reports a single-state footprint rather than a multi-state advisory platform. Investment activity shows a willingness to blend traditional long-only equity exposure with third-party alternative managers. That mix suggests a boutique approach: concentrated equity allocations for core portfolios complemented by alternative sleeves to add diversification, hedge exposure, or access niche return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices