Founded by John Ellwood at 130 West Monroe in Chicago.
Hired Ellwood’s second employee. Developed manager style analysis. First shares of J.H. Ellwood & Associates were issued.
Reached 14 employees which necessitated a move to a larger office at the Sears Tower.
Developed computerized manager reports.
Continued growth forced a move to the Monroe Building at 104 South Michigan.
Russ Hill, our current CEO, joins Ellwood from a competitor.
Ellwood celebrated 20 years and had a total of 89 clients and 34 employees.
Employee Stock Ownership Plan (ESOP) was established.
John Ellwood retired and the ESOP becomes the 100% owner. Russ Hill appointed as Ellwood’s second CEO.
Moved to our currentlocation at 33 West Monroe.
Introduced discretionary consulting services.
Acquired Watershed Investment Consultants of Denver, CO, marking a westward expansion of the firm.
Ellwood celebrates 40 years with a total of 182 clients and 56 employees.
Ellwood is recognized as a 2017 Greenwich Quality Leader in Overall U.S. Investment Consulting.
Disclosures: The Greenwich Quality Index is prepared by Greenwich Associates (“Greenwich”), an independent third–party research firm. In connection with the 2017 study, Greenwich conducted interviews with 1,059 senior professionals at 1,052 of the largest tax-exempt funds in the United States with assets greater than $150 million. Of the 1,059 interviews, 32 were with clients of Ellwood. The Greenwich Quality Index is prepared from quantitative and qualitative client evaluations of their asset management and investment consulting providers in certain broad investment management categories, including Investment Consulting, Manager Selection, Client Service and Commercial Arrangements. Ellwood did not compensate Greenwich Associates for its inclusion in the study.
The results of the study represent Greenwich’s assessment of the collective client rankings, and are not intended to be representative of a single client’s experience with Ellwood. The results of the study do not represent an endorsement of Ellwood. Past performance is not indicative of future results.