Woodlands Portfolio Management

Specialties

Investing with purpose: Stocks, Bonds, Mutual Funds, ETF’s, Life Insurance, Alternative Investments, 401k, IRA, Annuities, College Planning.

History

Established in 1999.

John is responsible for portfolio management, financial analysis, research, and business development. He works to implement broad, multi-​asset class investment opportunities for clients. This process is carried out through a series of meetings and discussions where he gains a thorough understanding of a client’s personal financial situation. A custom wealth management program incorporates strategies that address all facets of personal finance. It begins with a comprehensive portfolio review and detailed recommendations. It also encompasses cash flow, tax and estate planning, employee benefits, alternative Investment strategies, insurance and education planning.

Meet the Business Owner

John R.

Business Owner

John Ramirez is the founder of Woodlands Portfolio Management and has over 14 years of investment experience. His experience includes portfolio management, securities markets, debt securities, equities, options and alternative investments. John holds a BBA in Finance from the University of Houston.