About
Us
Who We Are
We are a boutique portfolio management firm, that specializes in investing using hedging strategies to help create alpha. For more than a decade the investment philosophy of Wood Capital Management has sought to deliver superior risk-adjusted performance to its clients.
Our Vision
We believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives, and risk tolerance. We follow a disciplined process that enables us to work with you, to craft a solution that helps to meet your individual financial needs:
•Develop a thorough understanding of your financial goals and objectives
•Review and analyze your current financial situation
•Identify and tailor solutions that can help you meet your individual needs
•Implement your customized strategy, including personalized services and benefits
•Review your strategy, meeting periodically to discuss your goals and needs
What
We
Offer
Portfolio Management
Research Analysis
Retirement Planning
Financial Seminars
Advisory Services
Why
Us
Deep Industry Knowledge
Active Management
Custom Tailored Portfolio
Contact
Us
Our Address
8805 Woodstone Drive
Raleigh, NC 27615
Our Phone No.
910-494-6386