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Dividend Income. September 30, 2013 . Who We Are

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Dividend Income

September 30, 2013

Who We Are

Wood Asset Management is an SEC registered investment advisory firm with over $380 million of assets under management. For over 20 years, we have successfully managed a broad range of equity and balanced strategies for institutions and individuals alike. With a singular focus on the management of money and a dedication to the satisfaction of our clients’ expectations, we offer the unique benefits of a boutique firm but with the resources usually attributable to much larger investment management companies.

Objective

The Dividend Income strategy seeks to provide a growing level of income that exceeds the average yield on the Russell 1000 Value Index with less volatility.

Philosophy and Process

We believe that dividends matter for two reasons. Historically the income component has been a meaningful contributor to total return. Secondly, the characteristics of dividend paying stocks generally leads to higher quality companies that are more focused on not only creating, but realizing shareholder value.

Our primary emphasis is on companies that we believe are attractively valued, with a history of paying a dividend, supported by a healthy cash flow profiles and secure balance sheets. This focus is complimented by a top-down approach, which influences our sector positioning. Depending on our assessment of the macro economic landscape and our conviction in the outlook, we will strategically add or reduce exposure to certain sectors.

Strategy Sector Allocation

  • Why Invest With Wood Asset Management?
  • Time-tested strategies over 20 years of market cycles
  • As a fee-only advisor, our interests are aligned with the interests of our clients
  • Commitment of integrity, professionalism and full customization through separate account administration
  • Full transparency of separate accounts, including portfolio trading and advisor fees
  • Frequent client communication through meetings, conference calls and market commentary

* Based on the model portfolio. The information provided in this report should not be considered a recommendation to purchase or sell any particular security. There is no assurance that any securities identified herein will be part of the portfolio at the time you receive this report.

1605 Main Street | Suite 904

Sarasota, FL 34236

TEL

941.361.2195

FAX

941.906.9494

WEB

www.woodasset.com

Wood Asset Management, LLC