Ellwood Associates Information

Ellwood is an investment consultancy that delivers independent, unbiased advice and client-centered services that drives investment growth for corporations, endowments, foundations, hospitals, high net worth individuals and families, and wealth advisors. Ellwood was founded in 1977 with the goal of providing holistic investment consulting services to its clients. Forty years later we remain committed to that goal. Our customized investment programs are practical, research-grounded, and focused on your goals. When you partner with Ellwood, you’re partnering with people who are personally invested in helping you succeed. Since 2004, Ellwood has been a 100% Employee Stock Ownership Plan (ESOP) firm. With the retirement of our founder, the firm transitioned to the second generation of ESOP ownership with no one individual owning more than 12% of the firm. Specialties: Traditional Consulting Services Delegated Consulting Services Asset Allocation Client Education Investment Manager Search Manager Research Fee Review and Benchmarking Investment Policy Investment Policy for Defined Contribution Performance Reporting Vendor Review and Searches