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December 31, 2013

Core Equity. December 31, 2013 . Who We Are

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December 31, 2013

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  1. Core Equity December 31, 2013 Who We Are Wood Asset Management is an SEC registered investment advisory firm with over $350 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 Core Equity strategy seeks to generate consistent, competitive long-term results relative to the S&P 500 Index, but with lower levels of volatility. Philosophy and Process Our top-down macro and sector analysis identifies investment opportunities on the basis of relevant macro cycles and trends, after which we determine appropriate sector weightings. Using bottom-up stock selection, we employ fundamental and quantitative criteria to identify undervalued companies. These are typically high-quality, temporarily out-of-favor stocks with strong balance sheets, good revenue and earnings growth prospects, attractive and growing cash dividends, and strong management teams. Sell price targets are established and maintained for each individual security for constant evaluation of upside potential versus downside risk. 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

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