Woodward Diversified Capital
Bakersfield, Californiawoodwarddiversifiedcapital.com
Overview
Woodward Diversified Capital is a fee-only registered investment adviser that provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals. The firm offers personalized service and acknowledges that it is held to a fiduciary standard of care. Woodward Diversified Capital constructs risk-adjusted, tax-efficient, and cost-effective asset allocation strategies based on a client's unique cash flow needs, stated return, and risk profile.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| SpaceX | Jun 2023 | Tender | - |
| Fundare Resources Company | Feb 2021 | Private Equity | Lead |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.