A complete list of active advisors currently associated with Wood River Consulting

Warmer can help you find a great advisor at Wood River Consulting or one who fits your needs even better.

Wood River Consulting is an independent, single-advisor registered investment adviser that serves individuals, high-net-worth clients, and pension/profit-sharing plans. The firm offers discretionary portfolio management alongside a separate pension consulting practice that includes plan design review, written investment policy statements, fiduciary oversight, manager searches, and coordination with recordkeepers and other service providers. The firm implements portfolios primarily with mutual funds and ETFs, using model portfolios that emphasize strategic asset allocation with possible tactical adjustments; its methods include fundamental analysis, modern portfolio theory, and technical analysis and a long-term trading orientation. Accounts are managed on a discretionary basis and the firm may use fund-of-funds or pooled vehicles to obtain alternative exposure, noting that such vehicles can employ derivatives and carry distinct risks. A distinctive feature relative to many small independent advisers is the explicit pension/retirement-plan consulting offering—covering governance, investment committee education, ongoing monitoring and implementation support—which the brochure highlights as a core service and is uncommon among peers. As a solo advisor managing roughly $10 million across about 42 clients, the firm discloses outside business activities in venture-capital and defense-technology ventures and maintains custodial relationships with major custodians (Charles Schwab and Fidelity), all of which are disclosed in the brochure.

To learn more about the advisors currently working at Wood River Consulting, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.