INVESTMENT MANAGEMENT

We offer custom investment management, including Stocks, Bonds, ETFs, Mutual Funds, U.S. Treasury Bonds, Municipal Bonds, and Cash Management Solutions through Fidelity Investments.

THE PROCESS

  • Develop a strategy to potentially meet your objectives, risk tolerance, and liquidity needs.

  • Implement your strategy through transactions, if required.

  • Provide ongoing review and management of your accounts.

FEES & EXPENSES

Fees vary from 0.25% to 1%, depending on the assets under management.

FIDELITY INVESTMENTS

Woodstock Wealth Management, Inc., clears through Fidelity Clearing & Custody Solutions. Fidelity offers an extensive clearing and custody platform. Fidelity is headquartered in Boston, MA with several regional centers across the United States.

As an investment management client, you must provide us with discretionary trading authorization, which means we will make buy-and-sell decisions regarding your securities and investments.