Paul Woods Email & Phone Number | I have been an investment professional since 1971, starting as a securities analyst and becoming a portfolio manager over a decade later. Clients include a wide range of individual and institutional investors, some fixed income, but mostly equities. I enjoy managing money because its like a sport, every decision results in a number which makes it easy to compare returns with others in our profession. Too many investment managers want to talk about everything except the returns produced in their portfolios, I have a history of outperforming my competition and benchmarks and am happy to share my results upon request. There's no plain vanilla here, the target is the most attractive segments of the stock market using unique portfolios. Awards include being named a Top Gun money manager multiple times in the largest database of investment managers in the U.S. My goal is to continue to provide a select group of clients with superior returns and responsive service. I'm fortunate enough to be part of a company with substantial resources (about 1 billion under management) that allows each office the independence necessary to meet the needs of their individual clients. Specialties: Among the portfolios that may be of interest include the following: Our Equity Income Portfolio has a current yield of over 5% in companies with a history of increasing their dividends. Our Clean Energy Portfolio has the longest track record in the U.S. in a long only portfolio that uses listed securities. Our Fiscally Responsible Foreign Equity Portfolio invests in countries that live within their means and don't place an unreasonable burden on their private sectors.

Paul Woods

I have been an investment professional since 1971, starting as a securities analyst and becoming a p...
Los Angeles, California, United States

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Paul Woods’s Email pwoods@swmria.com

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Paul Woods’s Location Los Angeles, California, United States

Paul Woods’s Current Industry Summit Wealth Management

Paul Woods’s Prior Industry Odyssey Advisors

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Work Experience

Summit Wealth Management

Managing Director

2009-09-01 00:00:00 - Present

Odyssey Advisors

President & CEO

2000-07-01 00:00:00 - 2009-09-01 00:00:00

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FAQ About Paul Woods

Paul Woods is located at
Los Angeles, California, United States

Paul Woods is a I have been an investment professional since 1971, starting as a securities analyst and becoming a portfolio manager over a decade later. Clients include a wide range of individual and institutional investors, some fixed income, but mostly equities. I enjoy managing money because its like a sport, every decision results in a number which makes it easy to compare returns with others in our profession. Too many investment managers want to talk about everything except the returns produced in their portfolios, I have a history of outperforming my competition and benchmarks and am happy to share my results upon request. There's no plain vanilla here, the target is the most attractive segments of the stock market using unique portfolios. Awards include being named a Top Gun money manager multiple times in the largest database of investment managers in the U.S. My goal is to continue to provide a select group of clients with superior returns and responsive service. I'm fortunate enough to be part of a company with substantial resources (about 1 billion under management) that allows each office the independence necessary to meet the needs of their individual clients. Specialties: Among the portfolios that may be of interest include the following: Our Equity Income Portfolio has a current yield of over 5% in companies with a history of increasing their dividends. Our Clean Energy Portfolio has the longest track record in the U.S. in a long only portfolio that uses listed securities. Our Fiscally Responsible Foreign Equity Portfolio invests in countries that live within their means and don't place an unreasonable burden on their private sectors.