Larry Dooley

Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists.

Functions as a College/University

NPFA utilizes various investment vehicles and managers, depending on each client's specific needs and objectives. They employ a "quality growth at a reasonable price" investment approach. The firm conducts fundamental research that focuses on: earnings growth and consistency; health of the company's balance sheet; quality of management; growth strategy; and competitive advantage. Their investment advice typically involves both tactical and strategic asset allocation.

NPT provides their investment advice and management services to clients by developing a strategic investment plan; performing a net-worth analysis; categorizing investment assets; identifying investment goals; creating an investment plan; recommending an appropriate asset allocation; and implementing and monitoring the results of the clients’ portfolio.

Capital Wealth Management’s investment committee utilizes a rigorous, data-driven process to identify preferred holdings in all relevant asset classes. Through constant scrutiny and unbiased evaluation, they mitigate risk and moderate the impact of taxes and inflation.