Advisor at Woodland Investment Consulting LLC
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Firm
Woodland Investment Consulting LLC
Location
Boston, MA
Credentials
CFA®, Series 63
Industry experience
17 years
Steve Ng is the sole advisor at Woodland Investment Consulting LLC in Boston, MA. He holds the CFA® designation and Series 63 license and has 17 years of industry experience. He has been employed with MFS Fund Distributors, Inc. since 2005 and has served as an instructor at the Boston Security Analysts Society since 1992. Woodland Investment Consulting provides discretionary portfolio management and integrated financial planning primarily for individual investors and pension plans, including defined-contribution plans. The firm follows a value-oriented, relatively low-risk investment approach with broad diversification and a focus on income and capital preservation.
Based on Woodland Investment Consulting LLC
1% annually, assessed quarterly at 0.25% per quarter
Boston, MA
Massachusetts
Mfs Fund Distributors, Inc.
2005 - Present (21 years)
Boston Security Analysts Society
1992 - Present (34 years)
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Fund sponsor
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Lawyer
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Other specialized services
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