Originally Willowdale Trading was founded to manage the assets of the Crown International Group through a diversified investment fund portfolio. Subsequently, Willowdale Trading has developed into a leading institutional and individual financial services firm.
At Willowdale Trading, we have the investment experience and skills needed to excel in today's complex investment environment.
Our strengths are in trading, portfolio and risk management and the expertise of our professionals who have designed our rigorous investment process to dynamically incorporate quantitative, qualitative, legal and operational areas.
We believe our success is tied not only to how well we achieve our clients' financial goals, but also to their emotional goals; so that our clients feel relaxed and secure about their investments.
We pride ourselves on building personal relationships with our advisors that transcend business. We genuinely care about the success of each and every one of our hundreds of customers and take a personal interest in the success of their independent investment plans. In fact, some of our relationships last, through multiple generations, affirming that being part of the Willowdale Trading community gives you a special place that means more than business.
Willowdale Trading has a distinct competitive advantage in partnering with leading companies around the world to invest in high-quality opportunities. We lead the market in working with corporate partners to help them achieve strategic and financial objectives, such as joint acquisitions, asset monetization, compliance with regulatory requirements, and growth of capital. This expertise has allowed us to generate attractive, proprietary deal flow for our investors and to secure ongoing operating, financial, and other advantages provided by industry leading corporate partners.
The Willowdale Trading team is deeply knowledgeable in trading, portfolio and risk management. We have designed Willowdale Trading's rigorous investment process to synergistically incorporate every area of research and finance.
Willowdale Trading's investment professionals position funds to capitalize on market opportunities through in-depth research and allocation of resources.
Willowdale Trading advisors are registered investment advisors. An Investment Advisor is a person or company who is paid for providing advice about securities to their clients. In addition to providing individually tailored investment advice, some investment advisors manage investment portfolios. Others may offer financial planning services or, if they are properly licensed, brokerage services (such as buying or selling stock or bonds)—or some combination of all these services.
In fact, our entire business is centered around developing partner relationships with and supporting the success of our independent financial professionals and their clients. Plus, everything we do is done with a commitment to our core values of integrity, respect, teamwork, professionalism and enthusiasm.
We are more than a broker-dealer and that is evident at every desk in our office. From compliance positions to operations, marketing, business consulting, technology, finance, and many more, every position is an opportunity for you to contribute—because we are always looking for those who can help us grow stronger.
Gaining Your Success 100%
Serve our clients and their families by helping them identify, evaluate and achieve their financial goals by offering financial planning and investment management services with the highest standards of integrity, excellence, innovation and professionalism.
Produce a custom portfolio for each client that reflects their unique trading profile. Portfolios are targeted, easy to use and supported by the highest levels of service.
This allows us to build secure and mutually profitable long-term relationships with a wide range of clientele.
The vision of Willowdale Trading is to continuously grow and develop a multidisciplinary firm that provides the very best financial management solutions for our clients.
We accomplish this by engaging the best and brightest advisors who work with industry leading partners. We serve our clients in the areas of financial planning, asset allocation, risk management, and asset management.
Our ultimate goal is to have our clients attain their life goals. Doing this helps our firm and our clients prosper.
Our philosophy requires an ongoing search for good investment values, careful monitoring of what we own, and constantly questioning conventional opinion. While some investment firms are content to stick with what has worked in the past, we are endlessly searching for the best investments to meet our clients' present day and future needs.
We want to serve you by learning your values and goals, so that we can tailor a financial plan suited to fit your individual needs. We consider this a long term commitment, constantly monitoring your portfolio making changes as your life changes.
Risk tolerance is a major factor in developing any financial plan we will sit down with you and formulate an investment risk strategy that suits your own individual preferences.
Willowdale Trading provides investment management services for client portfolios after a thorough review of a client's goals, risk profile, and financial sophistication. Our philosophy is primarily that of a long-term, buy and hold strategy in a balanced, well-diversified portfolio.
We provide advice on individual stocks, bonds, separately managed equity accounts as well as the use of no-load and low-load mutual funds. The mutual funds which we employ invest in the following: equity securities, corporate, governments, commercial paper, and cash equivalents such as money market accounts and certificates of deposit.
We often individually purchase fixed income securities such as municipal or taxable bonds rather than through mutual funds. We also recommend direct investments in real estate, oil and gas, and private equity/venture capital whenever appropriate.
Throughout the lifecycle of your portfolio, our experts help you face challenges and find opportunities so that you can maximize its value. We work closely with you as you work on your portfolio, not just in it.
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Willowdale Trading is dedicated to provide you the best quality,
value and service to meet our customers’ needs and deliver 100% satisfaction.