Trusted Investment Guidance
The Ward Investment Group is built upon solid, studied advice, and trusted wealth management.
We bring extensive experience in constructing fixed income and equity portfolios to pursue total risk-adjusted returns that are aligned with your specific goals.
Backed by Stifel's extensive resources, our team has access to the most up-to-date research in the industry. We identify your needs, assets, and risk profile to provide you with comprehensive wealth management, both strategically and tactically.
Our independence, professional focus, industry knowledge, and experience help us in guiding you through ever-changing market conditions.
We bring extensive experience in constructing fixed income and equity portfolios to pursue total risk-adjusted returns that are aligned with your specific goals.
Backed by Stifel's extensive resources, our team has access to the most up-to-date research in the industry. We identify your needs, assets, and risk profile to provide you with comprehensive wealth management, both strategically and tactically.
Our independence, professional focus, industry knowledge, and experience help us in guiding you through ever-changing market conditions.
Ward Investment Group
Thomas E. Ward, Jr.
Senior Vice President/Investments
William Lynch, CFP
Financial Advisor
Kellie Ward
Registered Client Service Associate
Our Clients
We work closely with municipalities, corporations, money managers, and high-net-worth individuals. We also have broad experience advising public endowments, trusts, 401(k)s, and private retirement plans.
Our GARP Approach
Our growth at a reasonable price (GARP) approach combines aspects of value and growth investing to seek out stocks that are slightly undervalued, but are still expected to have strong earnings growth in the future.
