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Bill Woodruff, CAIA

Stewarding wealth well.

Bill Woodruff is a seasoned professional with over 20 years of experience in investment and wealth services, emphasizing personalized tax-optimized investing and holistic wealth planning. He holds a BBA in Finance from the University of Portland.

Throughout his career, Bill has held various key positions at reputable organizations. He was previously the Managing Director & Wealth Advisor at Farther, Managing Director at WealthFactor, Senior Analyst focusing on Private Markets and Hedge Funds at Arnerich Massena, Inc, Managing Director at Fortress Investment Group, Founder & Chief Investment Officer at Bandon Capital Management, LLC, Portfolio Manager at Beacon Investment Group, LLC, and Stock Broker at Philips and Company.

Highlights

Feb 11 · linkedin

TUNE OUT THE NOISE.

The media and investment product sales communities do a disservice when sensationalizing the present.

"...short-term (approximately seven years, give or take about three years) and long-term (about 75 years, give or take about 50 years)" - Ray Dalio.

In my work life I regularly define the short, medium and long-term relative to investment decision making and performance analysis.

While Mr. Dalio's definition of the long-term is likely too long to be practical for the average #highnetworth household it draws a positive attention towards defining timeframes.

WealthFactor - #invest

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Bill Woodruff, CAIA
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Location

Lake Oswego, Oregon, United States