Wood River Investment Consulting is dedicated to working with Plan Sponsors for the benefit of their plan participants by understanding every aspect of the company’s employee retirement plan.  Understanding the goal of the employer for the employee’s retirement plan enables Wood River Investment Consulting to truly provide in-depth guidance on the design, implementation, and monitoring of the plan.

When working with families or individuals, Wood River Investment Consulting takes the same institutional approach that it takes when working with institutional clients.  Understanding the goals and objectives of the client’s investable assets, developing a plan for allocating those assets based on risk tolerances and experience, implementing the plan by applying those investable assets to our four risk based strategic allocation portfolios, followed by ongoing monitoring of the investment managers in the portfolios, and reporting to the client regularly.  For clients interested in socially responsible investing Wood River Consulting has constructed an ESG (Environmental, Social, Governance) portfolio to meet their needs.