Disclosures
Woodridge Capital Portfolio Management, LLC is registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. All information contained on this website is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in states where Woodridge Capital Portfolio Management, LLC is registered or where an exemption from such registration is available. No new account will be accepted unless and until all local regulations have been satisfied.
All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
Past performance is not indicative of future results. Investors should realize that investing in securities involves risk of loss if the purchased securities decline in value, and that money invested in securities is not guaranteed against such loss by any governmental or non-governmental organization.
Woodridge Capital Portfolio Management, LLC is not a law or accounting firm. No portion of the web site should be interpreted as legal, accounting or tax advice.
This web site is limited to dissemination of general information about Woodridge Capital Portfolio Management, LLC. It should not be construed as investment advice. Investment advice will be given only upon execution of a contract between the client and Woodridge Capital Portfolio Management, LLC and after the delivery of ADV Part II. Form ADV Part II which discusses business operations, services and fees is available upon written request or by clicking the following link: ADV Part II .pdf
The information on this website is intended for U.S. residents only.
Privacy Policy
Maintaining client trust and confidence is a high priority. That’s why we want you to understand how your privacy is protected when we collect and use information about you, and the steps that are taken to safeguard that information.
Information Collected. In connection with providing investment advice or other services, we obtain non-public personal information about you, including:
- Information received from you on account application.
- Information about your transactions with ourselves or others.
- Information received from other third parties.
Information Disclosed. We will not disclose information regarding you or your account with anyone except under the following circumstances:
- To establish or maintain an account with an unaffiliated third party, such as a broker/dealer providing services to you and/or your firm.
- To government entities or other third parties in response to subpoenas or other legal process as required by law.
- To such third parties who may be used for transaction and custodial services to the extent permitted by law.
Security Policy. Only those individuals who need it to perform their jobs are authorized to have access to confidential client information. We maintain security measures that comply with applicable state and federal regulations to safeguard confidential client information.
Closed or Inactive Accounts. If you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.
Changes to this Privacy Policy. If we make any substantial changes in the way we use or disseminate confidential information, we will notify you.