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Woodmont Investment Counsel
Woodmont Investment Counsel is an SEC-registered investment adviser in Nashville, TN, registered since 2000. The firm manages $2.0 billion in regulatory assets...
Woodmont Investment Counsel
Woodmont Investment Counsel is an SEC-registered investment adviser in Nashville, TN, registered since 2000. The firm manages $2.0 billion in regulatory assets under management on a discretionary basis. It has 15 employees and 11 investment advisers — all based in Nashville.
General information
Firm type
Bank / Wealth / Trust
Year founded
2000
Location
Region
North America
Country
United States
City
Nashville
Corporate office
Nashville, TN, United States
Frequently asked questions
What investment philosophy does Woodmont likely follow?
Given its classification as a trust-oriented wealth manager, Woodmont almost certainly follows a total-return, risk-managed approach built around diversified portfolios of equities, investment-grade fixed income, and possibly core real estate or private credit. The trust-company context means capital preservation and generation of reliable income for beneficiaries are the central objectives, not maximizing absolute returns. Tactical allocations and tax-aware management are standard for this firm type.
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