Wood J D & Co

Overview

Wood J D & Co is a small, fee-based advisory practice focused on portfolio management for individual and family clients and small businesses. The firm favors equity exposure as its core allocation, implementing portfolios primarily through exchange-traded equities. It does not position itself as an ESG-focused manager and appears to operate as a single-state, sole-proprietor adviser serving a concentrated client base. Beyond listed equities, the firm reports using third‑party external managers to access alternative strategies — specifically real estate, commodities and oil & gas — and supplements portfolios with traditional vehicles such as mutual funds, annuities and corporate debt. Investment decisions are implemented on a discretionary basis and are billed as a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices