Wedgewood Investors manages a variety of investment portfolios, from aggressive to conservative, to meet individual client needs. They use a top-down investment approach, analyzing economic trends and interest rates. For stocks, they focus on underlying value, cash flow, and market presence. For fixed income, they consider inflation, interest rates, and the client's tax situation and risk tolerance. They manage assets on a discretionary basis.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |