Danny Cfp's Contact Details

Danny Cfp's Company Details

Woodridge Capital Portfolio Management

Ridgeland, MS, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Woodridge Capital is a locally –owned, registered investment advisory firm based in Ridgeland, Mississippi. Our firm was founded in June 2006. We accept fiduciary responsibility on our client advice and are under the regulatory guidance of the Securities Exchange Commission (SEC). Our business focus is wealth management solutions, which includes portfolio management services, qualified retirement plans(401k's, Profit Sharing, 403(b)s and financial planning. Our strategy takes into consideration a changing market environment and uses a relative- strength based, asset allocation system. This includes a disciplined component designed to keep the portfolio adjusted for varying market conditions.. Our primary custodian partners are Raymond James Financial Services and Charles Schwab Co. Our primary services are:• Individual and Corporate portfolio management• Individual Financial Planning• Employer-sponsored 401(k) retirement plans