WOODSTOCK CORPORATION

Overview

Woodstock Corporation is a long-established corporate RIA, registered with the SEC since 1968 and owned as a domestic entity with individual ownership ties. The firm focuses on portfolio management for both individual and family clients as well as small businesses and institutional accounts. Its stated fee model combines a percentage-of-AUM charge with the ability to collect performance-based fees, which aligns incentives toward absolute and relative performance for select client mandates. Investment activity is concentrated in publicly traded equities and ETFs, with a clear preference for exchange-traded equities across managed accounts. Woodstock does not position itself as a capital allocator or a pension consultant, and it does not identify as an active ESG investor. The firm works with trusted professional partners, including a trust company and accountants, to support custody, reporting and back-office needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices