Pettyjohn, Wood & White, Inc. seeks to provide our clients with a high level of service and customization by limiting our total number of client relationships. Portfolios are tailored to each individual client’s unique risk profile and objectives.
The Firm manages advisory accounts on a discretionary basis. With individually managed accounts, portfolios typically include direct ownership of individual equities and investment grade fixed income securities. For other accounts, which may be smaller in size, client portfolios may consist of mutual funds or exchange traded funds in the interest of cost efficiency and diversification.
Our team-based investment process is grounded in a commitment to quality in our security selection and an unwavering adherence to our strict risk management disciplines. This process breeds a culture of accountability and responsibility in how each relationship is managed.