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Ward Good,
CFA, CIMA®
Senior Director - Investments
Oppenheimer & Co. Inc.
Riverfront Plaza West
901 East Byrd Street
Suite 900
Richmond,
VA 23219
| Tel: |
(804) 343-5160
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| Toll Free: |
(877) 885-8659
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| Fax: |
(804) 343-2153
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Ward Good is licensed in the following state(s)*: AL, CA, FL, IN, KY, MD, NC, OH, SC, TX, VA |
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Ward has advised wealthy individuals, endowments and trusts in Virginia for the past 25 years. The cornerstone of his process consists of valuation using discounted cash flow modeling: nevertheless, he believes that models are, at best, only representations of future events. As a result, he also emphasizes judgment based on qualitative factors.
Ward manages individual portfolios using a combination of quantitative and qualitative measurement techniques. He is a firm believer that the value of any asset is the discounted present value of its future cash flows. He also believes in the creative destruction process whereby individual entrepreneurs can find ways to make money regardless, sometimes at the expense of entrenched interest. Risk management also plays a vital role in the investment process.
Ward consults each client regularly and continuously seeks to properly match each client’s risk tolerance with his or her goals. He monitors all portfolios in an effort to find the proper balance among asset classes and within equity portfolios. His clients’ all-equity portfolios contain a mix of stocks selected across capitalization ranges and growth rates, but always with an eye toward the companies’ management and their ability to sustain their growth and replace their productive assets.
Before coming to Oppenheimer, Ward served as First Vice President at Scott & Stringfellow as well as at UBS Wealth Management.
He has been active in the Richmond financial community, serving on various not for profit boards, most recently as President of the CFA Virginia Society in 2010 . In the past, he has been Treasurer of the Library of Virginia Foundation and is a member of the Leadership Metro Richmond class of 2001. He is also on the Advisory Board of a private technology company called Stronghold Networks.
A graduate of Hampden-Sydney College, Ward earned a B.A. in English literature. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and received the Certified Investment Management Analyst (CIMA)® designation from the Investment Management Consulting Association through coursework at the Wharton School of Business, the University of Pennsylvania.
He has four children and, in his spare time, enjoys swimming and reading history.
The OMEGA Group is a program through Oppenheimer & Co. Inc. It offers a unique managed money program in which experienced Financial Advisors act as money managers for their clients.
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Report as of 03/28/2011
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Oppenheimer Products & Services
| • Discretionary Portfolio Management |
• Hedging and Monetization |
| • Equity and Fixed Income Strategies |
• Professional Money Management |
| • Equity Research |
• Sales of Restricted and Control Stocks |
| • Estate and Succession Planning Strategies |
• Trust Services2 |
| • Exchange Traded Funds |
• Wealth Management Services |
If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services. Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.
Neither Oppenheimer, OAM nor the Trust Company provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.
Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.
1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).
Copyright © 2012 Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges and Member SIPC
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