Portfolio Management

Asset wealth management with a customer focus

Woodstock manages more than $600 million* in assets for a geographically diverse group of clients, including individuals and their families, revocable and irrevocable trusts, businesses, educational and religious institutions and private foundations.

Within the context of investing for the growth of assets under management, every client’s investment strategy is customized to reflect his or her specific income, tax and return objectives as well as his or her tolerance for risk. Every plan is built on individually selected securities, balanced across industries and sectors, and supplemented with exchange-traded funds (ETFs) to accommodate international exposure when appropriate. All portfolios are personally designed and managed by experienced asset managers who have chosen to work for Woodstock because they believe in relationship-based investment wealth and asset management.

*As of March 31, 2013