Asset Management
Individuals and families accumulate wealth through many different paths—building and ultimately selling a business, receiving an inheritance, or benefiting from the long‑term appreciation of retirement savings. Regardless of how these assets are created, effectively managing them requires time, discipline, and a level of investment expertise that many investors may not have the capacity or desire to maintain. Wood River Investment Consulting provides a structured, institutional approach to managing these assets on behalf of our clients.
Our Approach
Understanding Client Objectives
We begin by developing a clear understanding of each client’s financial objectives, liquidity needs, time horizon, and broader circumstances. This foundation ensures that the investment strategy is aligned with the client’s long‑term goals.
Assessing Risk and Determining Portfolio Alignment
We evaluate each client’s risk tolerance, investment experience, and overall financial profile. These factors guide the selection of the Wood River model portfolio most appropriate for achieving the client’s objectives within a disciplined risk framework.
Portfolio Management and Ongoing Oversight
We provide continuous oversight of the investment managers utilized within our model portfolios. This includes monitoring adherence to stated investment philosophies, evaluating performance relative to industry‑recognized benchmarks and peer groups, and assessing consistency of process and results. Based on this analysis—and our assessment of prevailing market conditions—we determine and adjust the allocation targets within each model portfolio to ensure alignment with the client’s long‑term strategy.