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The purpose of our Conflicts of Interest policy is to avoid conflicts in order to provide only impartial advice. Ellwood strives to conduct its discretionary and nondiscretionary consulting practices without compromising independence or objectivity.
We have no financial affiliations with money managers or other service providers. No one at Ellwood receives fees or gifts as a result of recommending providers or managers to clients.
The following are examples of our Conflicts of Interest Policy. It is not an exhaustive list of potential conflicts that may occur.
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