We were founded in 1988 with the goal of providing investors with a superior approach to managing investment portfolios. Over the years, our focus on large-cap growth strategy combined with our “Invest as Business Owners” process have resulted in our composite client portfolios outperforming both the S&P 500 and Russell 1000 indexes.   

At Wedgewood Partners we provide focused, professional investment advice, portfolio management and pension consulting services to three distinct client segments;

1. Third party investment management advisors
2. Institutions (Pensions, Defined Contribution Plans, ERISA Based Clients, Endowments)  
3. High net worth investors

Our prudent approach to managing client investments is based upon the fiduciary relationship which we have with each of our clients as a trusted investment advisor. Fiduciary duty is generally considered the highest legal duty one party can have to another. As an SEC Registered Investment Advisor firm, we have a legal responsibility to always act in our clients’ best interests - and we take that responsibility very seriously.

Disclosures

• Composite client portfolios outperformance is based on a 15 year period and is net of fees.