WoodTrust is well positioned to offer investment management, advisory, fiduciary, personal trust, private banking, and retirement plan services to a wide variety of personal, corporate, and not-for-profit customers.
Retirement Plan Services
WoodTrust offers a comprehensive retirement plan suite of solutions, with over 25 years experience as a trusted fiduciary partner providing businesses with everything they need to offer their employees a great retirement plan benefit. These solutions go from start to finish, from design to implementation to administration of your customized plan.
Private Client Services
A dedicated team of personal trust professionals possess a deep understanding of fiduciary principles and the expertise to apply them in virtually any trust scenario. WoodTrust offers expertise in planning and administering all types of personal trusts, providing and customizing Private Client services, and designing and implementing estate planning services.
Investment Advisory Services
The cornerstone of WoodTrust’s investment process is risk management through diversification, and a disciplined, research-based approach has served WoodTrust's clients for decades. The process is guided by a long-standing investment philosophy—that objectivity, expertise and product independence are all necessary in order to design, implement and monitor a portfolio that is appropriate for your needs, now and in the future.
Private Banking Services
Designed exclusively for clients with more complex financial needs, WoodTrust Private Client Services provides an elite level of banking and asset management services. As a private client, clients benefit from direct access to a talented relationship manager offering proactive, responsive insight into the financial services that best fit their needs.
Not FDIC Insured - No Bank Guarantee - May Lose Value