BENEFITS
| BENEFITS OF USING |
GLENN WOODY FINANCIAL |
We believe that clients receive significant benefits from their relationship
with Glenn Woody Financial Consultants, Inc.
Establishment of meaningful investment objectives and guidelines.
We work closely with each client to develop a set of objectives and
guidelines that will reflect any needed constraints and the appropriate
level of risk to be assumed in the ongoing investment management process.
These will be reviewed at client meetings and revised as needed.
Cost effective investment management and consulting services.
Each client will receive highly qualified investment management and
consulting services in one package. If the client's assets were to be divided
among several independent money managers to obtain diversification of investment
style, fees for each segment would be calculated at the high end of each
managers fee schedule. In addition, separate consulting fees would also
be incurred.
Diversification among investment styles.
Many of the desirable independent money managers have minimum
account size restrictions that exceed $3-5 million and many have minimums
in excess of $10 million. It would be difficult for all but very large clients to achieve
the diversification of investment styles that is necessary to reduce volatility
if separate account management were to be chosen. The use of no-load
mutual funds makes that task very easy to accomplish.
Unique Fund Selection and Monitoring.
GWFC uses the latest techniques and software in its analysis of securities
portfolios. Much of what is used is proprietary, having been developed
over the last twelve years by The Carmack Group, Inc. for the portfolio
analysis responsibilities of that company. Examples of the "state
of the art" software and proprietary analyses are found in the Analytics
section.
The Carmack Group has consulting relationships with fund sponsors having
responsibility for securities funds in excess of $40 billion in aggregate.
These funds employ multiple managers in each asset class. TCG assists these
fund sponsors with evaluation of both current and candidate managers. Thus,
managers are very willing to meet with TCG and to provide whatever information
may be requested.
Over the last 25 years, TCG has conducted many searches for managers
of very large separate account portfolios, and has met with numerous portfolio
managers. This continues unabated today. The knowledge gained through these
contacts with investment managers in large investment organizations is
invaluable in TCG's quantitative work.
All the above makes us highly capable of researching and identifying
funds to use in a client's portfolios and to monitor and compare their
results on an on-going basis.
A fee only service.
Glenn Woody Financial Consultants, Inc. is internally owned and is
not affiliated with any organization other than as previously explained.
The firm is compensated only by fees paid directly by the clients. We receive
no commissions, rebates, soft dollars or incentives of any kind from other
entities.
Personal Service.
Glenn Woody will be available to meet with each client as required
and is readily available by telephone, FAX, modem and e-mail.
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