![Joshua Woodbury](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Joshua Woodbury is a Director of Client Services at Vantage Financial Partners LLC.
He holds a Bachelor of Arts degree in Finance from University of Wisconsin-Whitewater.
| Sociétés | Poste | Début |
|---|---|---|
Vantage Financial Partners LLC
 Vantage Financial Partners LLC Investment ManagersFinance VFP’s process for providing advisory services begins with a review of each client’s existing portfolio(s) and asset allocation. The firm generally provides clients with custom asset allocation strategies that meet the client’s written investment objectives as outlined in the Investment Policy Statement (IPS). The IPS is reviewed by the Firm on at least an annual basis. Client portfolios consist primarily of low-cost, diversified mutual funds and/or ETFs. Client portfolio investments are typically long-term holdings; however, VFP may advise clients to sell investments held less than 12 months. | Corporate Officer/Principal | 01/01/2024 |
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Entreprise privées
| Entreprise privées | 2 |
|---|---|
University of Wisconsin-Whitewater
 University of Wisconsin-Whitewater Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vantage Financial Partners LLC
Vantage Financial Partners LLC Investment ManagersFinance VFP’s process for providing advisory services begins with a review of each client’s existing portfolio(s) and asset allocation. The firm generally provides clients with custom asset allocation strategies that meet the client’s written investment objectives as outlined in the Investment Policy Statement (IPS). The IPS is reviewed by the Firm on at least an annual basis. Client portfolios consist primarily of low-cost, diversified mutual funds and/or ETFs. Client portfolio investments are typically long-term holdings; however, VFP may advise clients to sell investments held less than 12 months. | Finance |
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