Woodridge Capital Portfolio Management Email Format

Investment ManagementMississippi, United States2-10 Employees

Woodridge Capital Portfolio Management is a small, locally owned investment advisory firm based in Ridgeland, Mississippi. Founded in June 2006, the firm operates as a registered investment adviser under SEC oversight and adheres to fiduciary duties in client advice. Its core offerings fall within wealth management, including investment portfolio management, financial planning, and employer-sponsored retirement plans such as 401(k)s, profit sharing, and 403(b)s. 

The firm uses a relative-strength based asset allocation approach with a disciplined process to adjust portfolios in response to evolving market conditions. Its client base comprises individuals and corporate entities seeking structured investment management and planning services. Raymond James Financial Services and Charles Schwab Co. serve as the firm's primary custodians.

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