Retirement Plan Consulting

Wood River Investment Consulting offers Institutional Investment Consulting, acting in a fiduciary capacity, to businesses with plans as large as $500 million as well as to plans which may be small or midsized plans in the range of $10 million to $100 million.


Asset Management

Individuals, Couples & Families can gain wealth through a variety of ways. They can build a business which may be profitable enough to save substantial dollars each year then, after a number of years they might sell the business which will provide a lump sum payment or large payments over a period of time. They might be in the situation where they receive a considerable inheritance and will need those assets to be managed. Or possibly, they might have invested in a publicly traded company which grew significantly and now it is important to diversify. Whichever path is taken to accumulate these assets, not everyone has the time to monitor and manage those assets. And even if they do have the time, they might not have the skills, patience or interest to do so.