When services align, there’s a cohesive plan. When communications are clear, you have the foundation for success. At Ellwood, we offer the full span of investment consulting services. And while each service includes defined goals, constraints, and outcomes, we make sure they integrate harmoniously.
Ellwood brings experience and expertise to every facet of investment consulting:
- Investment policy development
- Asset allocation
- Portfolio construction
- Investment manager searches
- Performance reporting
- Fee review and benchmarking
- Client education
- Vendor review and searches
Ready to work with Ellwood? Contact us today.