Woodward Investment Management, LLC

Woodward Investment Management primarily serves high‑net‑worth individuals, trusts, family offices, pooled investment vehicles and other registered investment advisers, managing approximately $23.4 million for about two dozen clients and offering discretionary wealth management alongside model‑provider and RIA consulting services. The firm has a stated preferred minimum of $1,000,000 for direct management but may accept smaller accounts on a case‑by‑case basis.

Investment decisions are guided by a “SGARP” (Sustainable Growth at a Reasonable Price) philosophy implemented through a repeatable, roughly 60% quantitative / 40% qualitative process, with formal buy and sell rules and a technical overlay to address short‑term volatility. Woodward manages distinct strategies in separate sleeves — including a sector‑diversified small/mid‑cap strategy that typically holds 40–60 names and a concentrated strategy that typically holds 10–20 names (with a long‑only option) — and provides model portfolios and sub‑advisory allocations to other advisers.

Compared with many peers, Woodward’s public materials include advertised performance results and predecessor performance and it discloses the use of endorsements in its marketing, practices that are uncommon among similar supported firms. The firm also documents an explicit revenue‑sharing arrangement with another adviser for one of its strategies, and its client base is concentrated in high‑net‑worth and institutional relationships rather than non‑HNW individual clients.