Investment Philosophy and Approach

At Wedgewood Investors we employ a top down approach to stock selection. All selections are based on a proprietary process that encompasses tangible metrics such as financial ratios and share price as well as intangibles like guidance and management. We are long-term investors and maintain a very low turnover rate within our portfolio. We utilize our process not only for the buy side of the portfolio, but also the sell side. A solid sell discipline is just as important as effective purchasing criteria.
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More About Wedgewood Investors, Inc.

Wedgewood Investors is an independent Registered Investment Advisor that was founded in 1984. As one of the oldest truly independent firms in the industry, we have the experience and the ability to offer completely unbiased investment advice and portfolio management. As a fee-only advisor we don’t charge commissions or receive trailing compensation from broker-dealers or insurance companies. We sit on the same side of the table as our clients and work together to achieve their financial goals.

We specialize in individualized account management. Our clients include high net worth individuals, Foundations and Endowments, Non-profit organizations and corporate pensions and qualified plans. Each portfolio is built and structured from the ground up, to suit the individual needs of each client. We are active managers and do not put clients into pre-fabricated models of mutual funds. We concentrate on individual stocks and bonds and complete the portfolio’s allocations with Exchange Traded Funds and Mutual Funds, as each client’s individual Investment Objective dictates.

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Client Relationship Summary (CRS)