Woodstock Corporation

Woodstock Corporation, established in 1929, is a SEC Registered Investment Adviser offering wealth management services to various clients, managing $1,116,283,437 in client assets as of March 31, 2024, on a discretionary basis. The firm focuses on high-quality growth equity investments and debt securities, with portfolio allocation tailored to individual client needs. Clients can place restrictions on investments and retain ownership of securities in separately managed accounts. Woodstock charges an annual fee based on a tiered structure and offers financial counseling services. The firm also manages sector strategies in energy, healthcare, and technology, with specific fees and risk considerations for these strategies. Woodstock does not compensate for client referrals and does not maintain physical custody of client assets. Clients receive quarterly statements from the custodian. Woodstock typically operates with discretionary investment authority, voting proxies for client securities when authorized. The firm has a Code of Ethics and reviews client accounts at least annually. Woodstock's financial condition is sound, with no known impairments to meeting client commitments.