Premier Account: This account seeks long-term capital appreciation through investments in equity securities
diversified among a portfolio of New York Stock Exchange listed companies. The firm limits its research and analysis to 134 leading companies. The Premier Account has three risk categories which are
aggressive, moderate and conservative. Each client's attitudes, objectives and risk posture are evaluated to determine the suitable risk category.
Bond Account: This account seeks capital preservation and income by investing solely in high quality corporate bonds and government securities. Only the corporate bonds of companies listed in
the Ward & Company Index are used for this account. Yields may very depending upon the risk posture of the client and object is to hold the bonds until they mature, laddering them, over time, to provide
liquidity and safety. To learn more about Ward & Company Click on a link below History of the firm
People
Mission Statement
About Ward & Company
The Difference of Ward & Company
Managment Fees
Account Types
The Ward & Company Stock Index
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