Institutional Experience
With nearly forty years of institutional investment management experience, the firm has constructed four different risk-based portfolios utilizing multiple asset classes. The investment process begins with an assessment of the asset classes appropriate for the specific portfolio. The firm then selects portfolio managers deemed capable of providing excess performance within each asset class followed by the firm determining the percentage allocation to each asset class. This methodology is designed to produce a coherent, research ‑driven portfolio structure intended to support the client’s long‑term investment goals.
Independent Advice
Wood River Consulting operates independently and is not subject to external influence when determining the investment portfolio most appropriate for each client. Our independence ensures that portfolio managers included within our risk‑based strategies are selected solely on the basis of their suitability and effectiveness within their respective asset classes.
Individual Attention
Wood River Investment Consulting places the highest priority on the clients we serve. We engage directly with each client to develop an investment strategy that reflects their objectives, risk profile, and long‑term financial requirements. Our firm maintains disciplined, ongoing communication and remains consistently accessible to provide clarity on portfolio positioning, market developments, and the underlying investments within each mandate.