Areas of Expertise
You’ve been entrusted with fiduciary responsibility. Let us provide you with guidance, help meet your investment objectives, and offer education that is both enlightening and understandable.
At Ellwood, we provide focused advice for:
- Retirement Plans – Defined Benefit (DB), Defined Contribution (DC), and Public Pensions
- Endowments, Foundations and Nonprofits
- Hospitals and Healthcare Systems
- Family Offices and High Net Worth Individuals and Families
- Wealth Management Advisors
We can work with you on an investment consulting basis or as an outsourced CIO (OCIO). As independent advisors, we create customized solutions that meet your specific needs. Whether you are looking to provide for your employees or the next generation of your family, create and maintain a lasting philanthropic legacy, seek to raise and protect funds for capital projects, or seek unbiased research for your stakeholders, we are at your side.
Ellwood has worked with the full range of investment plans for more than 40 years. We’ve helped our clients successfully navigate through all kinds of markets. Let us help you.
Want to learn more about how we can help you? Contact us today.