Wealth Management Advisory Services
As a wealth advisor your days are on the go servicing current clients and marketing to prospects. It’s a full plate. Whether you need Ellwood to be your research team or an extension of it, we can manage the heavy lifting for your investment and manager research. An independent voice in financial services– just like you—we can provide an objective assessment of managers, strategies, and performance and guide you toward choices that are right for your clients.
We align with you and provide access to our broad network of traditional and alternative investment opportunities. By leveraging our dedicated research team, you gain a notable advantage in both resources and time.
Our team supports you with customized, outsourced investment solutions, including:
- Developing a list of qualified managers who meet your quantitative and qualitative selection criteria
- Providing on-going monitoring and due diligence of investment strategies
- Delivering asset allocation models based our proprietary capital markets assumptions
- Attending in-person meetings with your internal wealth management staff
- Providing our quarterly capital markets update to help you explain market drivers to your clients
- Presenting topical education and research to your team to help you keep clients informed
Want to learn more about our services for wealth managers? Contact Ellwood.