Woodlands Portfolio Management

Woodlands Portfolio Management Investing with purpose-Stocks, bonds, mutual funds, ETF's, commodities, and alternative investments. Let us take a look at your current financial situation.

At Woodlands Portfolio Management we understand that selecting the right firm to manage your money is one of the most important decisions you will ever make. Our business has been founded on the principle that when our clients are successful, we share in that success. You’ll find our approach to your portfolio fresh and personal. We take the time to discover your goals, tax status, investment hori

zon and risk tolerance. We then work as a team to review your overall portfolio direction, create and then implement an appropriate investing strategy to meet your unique needs. With a long-term approach to building your wealth, we bring our expertise, knowledge and proven strategies to help you grow your account. We are committed to delivering risk adjusted money management, conservative portfolios and goal oriented returns for our clients, from the most sophisticated investor to those who are simply concerned about a secure financial future. Woodlands Portfolio Management is currently managing accounts on the Fidelity Investments and National Financial platforms respectively. You will have access to our proprietary technical analysis, fixed income strategies, allocations and our fundamental analysis. It’s easy; it’s low cost; and in a complicated world it’s simple. We would like to help make you one of our successful clients. John A Ramirez-Investment Manager
Woodlands Portfolio Management
[email protected]
Ph: (832)647-9590
www.wpminvest.com

Advisory Services Offered Through Pks Advisory Services Llc. Headquarted At 18 Corporate Woods Boulevard, Albany Ny 12211

Securities Offered Through Purshe Kaplan Sterling Investments, Member Finra/Sipc, Headquartered At 18 Corporate Woods Blvd, Albany, Ny 12211

Not Fdic Insured. Not Bank Guaranteed. May Lose Value, Including Loss Of Principal. Not Insured By Any State Or Federal Agency

01/04/2024
01/04/2024

How much do you need to retire? There's no one-size-fits-all answer, but we've broken it down as best we can here: https://go.fidelity.com/2ikmeo

Is the Fed done raising interest rates? It’s still on the table but managers are somewhat optimistic about the future. T...
11/02/2023

Is the Fed done raising interest rates? It’s still on the table but managers are somewhat optimistic about the future. Time will tell.

Despite a rough start to the first week of January 2022 my outlook remains positive.
01/07/2022

Despite a rough start to the first week of January 2022 my outlook remains positive.

How low can they go?😀
09/03/2020

How low can they go?😀

What a week!
08/28/2020

What a week!

08/27/2020

Get Good Advice, Plan Ahead, Save, Diversify And Be Faithful to God’s word.

08/27/2020
It’s been fun watching the Nasdaq hit new records. Keep moving forward.
08/27/2020

It’s been fun watching the Nasdaq hit new records. Keep moving forward.

Corona virus roils the markets.
02/24/2020

Corona virus roils the markets.

When a company proposes a reverse split it’s usually not a good sign. Increasing share price artificially illustrates t...
02/04/2020

When a company proposes a reverse split it’s usually not a good sign. Increasing share price artificially illustrates the underlying fundamentals are not good. They will only prolong the inevitable for a little while anyway and then NYSE delisting.

J.C. Penney is looking into a reverse stock split to boost its share price.

Address

Houston, TX

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18326479590

Website

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