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Ellwood is an investment consultancy that delivers independent, unbiased advice and client-centered services. We offer customized programs that are practical, research-grounded, and focused on your goals.
We provide consulting services to over 180 clients, including:
Investment consulting is our only business and generates all of our revenue. We have always consulted while striving to avoid conflicts of interest. This allows us to provide unbiased service in your best interests.
Ellwood is 100 percent employee owned. We transitioned ownership from our founder in a two-part transaction completed in 2004. Our diverse ownership adds stability during a period of change in the greater industry.
For more detailed information about our firm, download our ADV, Part 2A.Want to learn more about Ellwood? Contact us.