Wedgewood Investors is an independent Registered Investment Advisor that was founded in 1984. As one of the oldest truly independent firms in the industry, we have the experience and the ability to offer completely unbiased investment advice and portfolio management. As a fee-only advisor we don't charge commissions or receive trailing compensation from broker-dealers or insurance companies.
We sit on the same side of the table as our clients and work together to achieve their financial goals. We specialize in individualized account management. Our clients include high net worth individuals, Foundations and Endowments, Non-profit organizations and corporate pensions and qualified plans.
We sit on the same side of the table as our clients and work together to achieve their financial goals. We specialize in individualized account management. Our clients include high net worth individuals, Foundations and Endowments, Non-profit organizations and corporate pensions and qualified plans.
Services
At Wedgewood Investors we employ a top down approach to stock selection. All selections are based on a proprietary process that encompasses tangible metrics such as financial ratios and share price as well as intangibles like guidance and management. We are long-term investors and maintain a very low turnover rate within our portfolio.
There is a saying in the capital markets that "As January goes, so does the rest of the year". Given that the S&P 500 was up over 5% for the month of January, I really hope this saying is true for 2013. The reality, however, is that the markets will fluctuate and sometimes fluctuate wildly. In the past few years we have seen some of the most volatile markets in history.
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