Woodward Investment Management, LLC

Woodward Investment Management primarily serves high‑net‑worth individuals, family offices, trusts, pooled investment vehicles and institutional clients, offering discretionary wealth management, sub‑advisory portfolio management, model‑provider services to other advisers, and RIA consulting. The firm reports about $23.4 million in discretionary assets across a small client base and states a preferred direct‑management account minimum of $1,000,000, with occasional exceptions.

The firm implements a Sustainable Growth at a Reasonable Price (SGARP) philosophy through a repeatable process the brochure describes as roughly 60% quantitative screening and 40% qualitative “deep dive” analysis, with a technical overlay and a formal sell discipline intended to limit permanent capital loss. Its product lineup includes a sector‑diversified Small Companies (SMID) strategy that typically holds 40–60 names and a concentrated The Leading Firms strategy that typically holds 10–20 names and may short market indices or hold elevated cash for hedging flexibility.

Woodward’s marketing and business arrangements contain several features that differ from most peers: the firm discloses that it advertises performance results and predecessor performance and uses endorsements in advertising, and it serves as a model provider and consultant to other RIAs while sharing WSC strategy fees with an outside adviser. Combined with a small, closely managed client roster and a concentrated, hedged strategy that permits shorting and wide cash flexibility, these elements make its mix of services and disclosures atypical for firms of similar size.