A Message from the CEO
We believe the continued consolidation in the financial services industry post-Great Recession leaves many investors unsatisfied with their experience with large and inherently conflicted institutions. At the same time, the majority of smaller firms that provide high-touch service often lack the diversity of products needed to navigate difficult markets. Four Wood Capital Partners seeks to deliver the benefits of a large firm through a boutique platform focused on independent asset managers with un-conflicted advisory and risk management resources.
With secular changes to financial markets, there has been a corresponding generational shift in investment portfolio construction towards a more outcome-oriented, yield-based approach to liability management. The volatility of equities, in conjunction with historically low fixed income yields, has forced many investors to search for innovative investment solutions that deliver consistent, predictable outcomes. By constructing a diversified income-oriented portfolio consisting of financial assets like stocks and bonds, as well incorporating a greater use of non-traditional assets, like alternative credit including direct lending, and real asset investments including energy, Four Wood Capital Partners meets our clients’ goals of both preservation of wealth and attractive current income.
-Steven A. Baffico