Roger F. Woodman Jr. & Co.

The firm provides financial and investment advisory services and estate management/trustee services to individuals, trusts, estates, and charitable organizations. It delivers investment supervisory services and separate estate management/trustee agreements that cover tasks such as bill payment, tax coordination, and charitable and non‑charitable gift administration.

The firm’s investment process relies on fundamental analysis and a long‑term purchase strategy, drawing on public filings, research materials and periodic account reviews; client accounts are reviewed monthly or quarterly and the adviser meets with clients at least twice a year. It typically manages discretionary accounts, recommends low‑cost custodians and brokers, and may serve as co‑trustee on certain trust accounts with custodians providing statements directly to beneficiaries.

Notably for a manager in this category, the firm accepts individual (non‑high‑net‑worth) clients and uses hourly billing for consultations and some estate/trustee services, practices that are less common among its peers. The firm’s principal brings experience from a non‑financial industry and the firm’s willingness to assume co‑trustee/custody responsibilities on select accounts is a distinguishing operational feature prospective clients should consider.