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Meet our Expert Advisors

Bennett Woodward

Chief Investment Officer
Austin, TX

Mr. Woodward, CFA, previously led the public markets team at ING, now Voya, and the Teachers Retirement System of Texas. He has also served as Senior Portfolio Manager at GLOBALT, Inc. and Raymond James. During his tenure at ING he received the prestigious INDATA award for best 5-year performance out of 720 similar sized pension funds. Mr. Woodward co-founded Black Diamond Investment Partners in 2010 and joined Waterloo Capital in 2016.

Artificial Intelligence at Work:
Meet Newton

The utilization of machined learning techniques presents opportunity to forecast future market action in  a more accurate manner. Chief Investment Officer, Bennett Woodward CFA, has created a proprietary quantitative model to accompany his artificial intelligence system, Newton, to detect market trends. The model utilizes Newton’s neural network which analyzes historical data, coincidental indicators, as well as current market data to anticipate market fluctuation. Our quantitative approach of understanding the market creates a roadmap of data for decision, rather than emotion.


Strategies Customize To Your Goal

We Will Be Your Strategic Capital Advantage 


When you select benefits, it's important to have a specialist who's intent on maximizing the value to your business. Business and HR leaders can sleep better and focus on their roles with the help of me and my team. We take your responsibilities as our own.


The strategic benefit choices put the people in the business front and center. I help you do this by navigating the benefits the marketplace with attention to the regulatory landscape. This empowers you to guide strategic decisions with confidence.


In the right context, the company is a powerful vehicle. Through strategic benefits selection it goes beyond a vehicle for employees to serve a marketplace. It also becomes a point of leverage to access benefits products with the advantages of a team.

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