"INVESTING ONLY IN NEW YOUR STOCK EXCHANGE LISTED COMPANIES"
Our mission is to manage private individual and family trust portfolios in top tier New Your Stock Exchange listed companies.
Our goal is to increase our clients' wealth during bull markets and preserve their wealth during bear markets while keeping them understandably informed.
We have intentionally narrowed our field of stocks and
bonds to a select group of 134 companies listed on the New York Stock Exchange. Improving the safety factor and performance of our managed accounts is the continual focus of the firm. Each client's attitudes, objectives
and risk posture are evaluated to define the appropriate investment strategy, geared toward preservation and growth of capital.
The decision to buy or sell a stock is based on fundamental analysis,
technical assessment and our proprietary analysis of the big block activity reported on the ticker tape. These methods - emphasis on big block trading - is what separates us from our competition and adds value to our
Client assets are managed through the use of a limited trading authorization. We do not function as a broker or dealer, perform trustee or custodial services. Our compensation is based
on fees; the firm diligently avoid conflicts of interest in order to consistently act in each client's best interest.
Ward & Company devotes its expertise, talent and resources solely to the management
of stock and bond portfolios. We are able to offer the serious investor highly personalized attention, backed by experience and market persepective rare in the business.
NYSE & NEW YOUR STOCK EXCHANGE ARE REGISTERED TRADEMARKETS OF THE NEW YOUR STOCK EXCHANGE