Service Philosophy

Personal. Attentive. Customized. Knowledgeable.
Responsive. Trustworthy.

That is how Woodstock defines unsurpassed investment management services. We endeavor to deliver this through strong relationships. Only by understanding our clients can we understand their financial needs. Woodstock portfolio managers are financial advisors who communicate with their clients often to keep them informed of market developments and changes in their portfolio and to help ensure we are on track with their long-term goals and needs.

Many of our portfolio managers left larger financial institutions to join Woodstock precisely so they could have a greater impact on the financial lives of their clients. We strive to maintain a low ratio of clients to portfolio managers and draw upon the entire staff to meet and surpass client expectations.