BALANCED INVESTING

At Whitewood, we understand the markets. Whether the U.S economy is booming, or market volatility has surfaced from worldwide events, we have been navigating investment strategies for our clients for nearly 75 years. Understanding where opportunities lie and determining how to hedge against risk are key elements to helping clients realize their financial goals. Through Balanced Investing, we relentlessly pursue global growth opportunities, while helping to protect both profits and principal through advanced hedging strategies.

EQUITIES

Since the 1930's, Whitewood has been utilizing proprietary strategies to successfully navigate clients through equities. Today, with access to both domestic and international equity markets, our advisors are committed to developing cutting edge strategies to yield profits from investment opportunities around the world. We currently have access to the New York Stock Exchange, the NASDAQ, the BATS Exchange, the International Securities Exchange, the American Stock Exchange, and many others.

OPTIONS

Whitewood strongly believes that a balanced investment model hedges against risk. Our firm's expertise in options aids our advisors in helping clients to create portfolios that seek to both preserve and create wealth. These advanced derivative strategies can aid in increasing return while mitigating market risk and reducing volatility.

FIXED INCOME

Whether clients are looking for timely cash distributions or seeking growth returns, we believe that fixed income should be part of a balanced portfolio. Through our clearing relationship, Whitewood has access into several of Wall Street's leading fixed income trading desks. Utilizing proprietary trading strategies, our advisors seek to yield above average investment returns by capitalizing on worldwide market trends.