Advice. Aligned. Two words, a world of meaning. Since 1977, and through numerous market cycles, Ellwood has provided a steady hand and impartial guidance to our clients.
Advice. Our experienced counsel is the cornerstone to our clients’ investment programs. Ellwood’s professional advice gives clients clarity and confidence for setting policy, making decisions, and effectively positioning themselves for the near and long-term.
Aligned. As an independent, 100% employee owned firm, we have just one audience: our clients. We remain fiercely objective--letting our extensive experience and in-depth research dictate what is in our clients’ best interests.
A recognized leader in investment consulting, Ellwood has expanded to meet the growing needs of our clients.
- We have decades of experience in traditional and alternative investments.
- We can function as an investment consultant or as an outsourced CIO (OCIO).
- As a mid-sized specialist, we are uniquely positioned to provide access to niche managers and the opportunity for a competitive edge. Our industry relationships run broad and wide.
- Our deep-rooted client service excellence is complemented by advanced technology operations.
With over 200 clients and growing, we provide consulting services to:
- Retirement Plans -- Defined Benefit, Defined Contribution, 401K, Cash Balance, and Public Plans
- Endowments and Foundations
- Hospitals and Healthcare
- Family offices and High net worth individuals and families
- Wealth Management Advisors
In a time of consolidation and acquisition, we are distinguished by stability. We are always here for our clients, helping them reach their financial goals, providing trusted counsel in smooth and turbulent times, and delivering customized solutions to meet each unique need.