•  

     

     

  • Woodwell Asset Management, Inc.

    • Financial Services
    1300 Virginia Drive
    Suite 122
    Fort Washington, PA 19034
    (267) 460-8246
    (800) 220-6033
    (267) 460-8198 (fax)
    Hours:
    8:30 am-6:00 pm and by appointment
    • About

      Woodwell Financial Advisors offer expertise in 3 areas:
      1. Think back to the market crash of 2007-2008 and what happened to your investments. Woodwell has developed proprietary, actively managed investment models aimed at minimizing losses during market downturns while offering significant upside potential during bull markets. Our models were built using actual market performance from the 2007 peak through the 2009 bottom and back again to new highs. In backtesting, they produced significantly less drawdown…less than 1% vs -51.5% for the S&P 500 Index from 10/07-3/09 with full-cycle growth 2.4 times greater than the index to recent market highs. Using these selection algorithms assures a disciplined approach to portfolio construction free from the negative influence of emotion and “financial noise”.
      Prefer a more passive approach? Our highly successful large cap stock selection model with annual reallocation has significantly outpaced the index in both actual and backested periods going back to 1986.
      2. Our second area of focus is in managing a dependable lifetime income stream for clients who want to live comfortably and confidently on the assets they've worked to hard to accumulate...see the movie at our retirement income website: www.jmyers.retirementtime.com
      3. The CFP® Financial Planning professionals at Woodwell offer comprehensive financial planning covering all areas from saving and investment to budgeting and estate and college planning.

    • Whom to Contact

      • John Myers
    • Directions

      Located conveniently in the Fort Washington Office park, directly opposite LA Fitness and the EZ pass exit/on-ramp