While we are a multi service advisory firm, we specialize in building custom stock and bond portfolios for individuals and
private family trusts. Clients portfolios are segregated and invested in the stocks and bonds New York Stock Exchange listed companies and U.S. Treasuries.
Ward & Co. is a thirty-five year old
Investment Advisor. We have been practicing the same type of business that we did when we first opened our doors. Our compensation is fee based and competitive.
We are not a complicated firm in that we
invest in the stocks and bonds of some of the world's greatest international companies and US Government obligations. We have little turnover in our clients' portfolios and we typically hold bonds until they mature, the
later reduces interest rate policy risk.