Our Services
Ellwood is a consultancy that fuels investment growth for our clients. We are a team that gives research-supported advice. Using our expertise and thorough market analysis, we deliver services that consider your unique needs, circumstances, values, and goals.
Services we provide
Our service lines span the investment needs for many organizations, ranging from vendor reviews to full discretionary consulting services.
Ellwood’s offerings include:
- Traditional consulting services
- Outsourced Chief Investment Officer (OCIO)
- Asset allocation analysis
- Client education
- Investment manager searches
- Manager research
- Fee review and benchmarking
- Investment policy review
- Performance reporting
- Vendor review and searches
Clients that work with us
We focus our services to meet the unique needs of our clients. Our client base
includes:
- Defined contribution
- Defined benefit
- Endowments and foundations
- Hospitals and healthcare
- High net worth
- Wealth Management Advisory Services
Ready to work with Ellwood? Contact us today.