INVESTMENT PLANNING

At Woodhull Capital Advisors, one of our chief goals is to maximize the clients’ financial plan by minimizing taxes and investment expenses. This goal is clearly on display in our asset allocation strategies.

We begin by discovering the client’s capacity to tolerate investment risk, using the most powerful risk profiling software available. Then we match the client’s risk tolerance threshold to one of seven asset allocation models.

The seven asset allocation models are: Capital Preservation Plus, Income Plus, Conservative Growth, Moderate Growth, Growth, Growth Plus and Aggressive Growth.

There are many categories which feature a version of our seven asset allocation models. These categories include tax minimization, retirement accounts and socially conscious investing.

We update quarterly all our asset allocation models. These updates include features like rebalancing. This ensures the original asset allocation remains in line with the client’s risk tolerance threshold.