WOODMONT INVESTMENT Overview
Woodmont Investment Counsel Llc is an investment advisor that manages 637.9 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 536MM in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 536MM in positions, representing 84% of the manager's regulatory AUM.
WOODMONT INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WOODMONT INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VUG | 8.11% | ETF | 8.71% | -0.19% | 0 | 10% | ||
| VTV | 6.46% | ETF | 12.65% | 0.12% | 0 | 6% | ||
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FEATURED IN
WOODMONT INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul H. Kuhn | Principal | September-2000 |
| Scott P. Burns | Principal | July-2003 |
| James Conner | Principal | November-2004 |
| Stephen A. Frohsin | Principal, Chief Compliance Officer | November-2004 |
| Will E. Settle | Principal | April-2011 |
WOODMONT INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
WOODMONT INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
In analyzing securities, we utilize research from both publicly available and private sources but all investment decisions on behalf of our clients are our own.
We believe in broad diversification among liquid assets (primarily cash, fixed‐income and equity securities), minimizing investment expenses and controlling taxes for taxable accounts. Our strategy and asset allocation for each client is based on each client’s circumstances and goals. Our understanding of a client’s financial situation typically includes their estate planning and insurance needs as well as retirement expectations.
The risk of loss varies with the risk profile and asset allocation of each portfolio but can be substantial for more aggressive portfolios. Cash equivalents present little or no risk of loss of principal but offer no protection from the erosive impac...
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In analyzing securities, we utilize research from both publicly available and private sources but all investment decisions on behalf of our clients are our own.
We believe in broad diversification among liquid assets (primarily cash, fixed‐income and equity securities), minimizing investment expenses and controlling taxes for taxable accounts. Our strategy and asset allocation for each client is based on each client’s circumstances and goals. Our understanding of a client’s financial situation typically includes their estate planning and insurance needs as well as retirement expectations.
The risk of loss varies with the risk profile and asset allocation of each portfolio but can be substantial for more aggressive portfolios. Cash equivalents present little or no risk of loss of principal but offer no protection from the erosive impac...
Unlock Full Investment Process Description
WOODMONT INVESTMENT Portfolio Concentration
WOODMONT INVESTMENT Location
401 COMMERCE STREET
SUITE 5400
NASHVILLE, Tennessee
UNITED STATES, 37219
SUITE 5400
NASHVILLE, Tennessee
UNITED STATES, 37219
WOODMONT INVESTMENT Contact Information
Phone Number: 615-297-6144
Fax Number: 615-297-7048
Website: http://www.woodmontcounsel.com
Fax Number: 615-297-7048
Website: http://www.woodmontcounsel.com
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