Christopher Ward's practice, which spans thirteen years, focuses on fee-based portfolio management for clients whose objectives are both growth and current income. More importantly, clients who bring their hard earned dollars to Chris, do so because of his focus on attempting to control risk within their portfolios. His use of Model Portfolios assures his clients that he is monitoring and adjusting their individual accounts every single market day. In addition to his active approach with individual stocks, Chris exclusively utilizes Dimensional Funds, as their unique passive approach complements his actively managed Model Portfolios. Please take a look at his brochure below for more on his practice.
One of the cornerstones of his approach is to educate and inform his clients on his views of the market. He personally writes a monthly newsletter that gives his view of current market conditions. Below are past editions of his newsletter in pdf format for your review. The Technical White Paper below provides education for clients who wish to better understand the Technical Analysis section in each edition of the newsletters. Any questions maybe directed to Chris at cward@ffec.com.
Technical White Paper
Newsletters
Ward Capital Management Brochure
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