Traditional Consulting Services

Traditional consulting services to fuel your investment growth
Ellwood’s traditional non-discretionary consulting business utilizes an advice-driven investment consulting model using industry best practices. Our investment process is tailored to individual clients and assesses the unique needs and circumstances of each relationship.

Recommendations for hands-on clients
Traditional non-discretionary consulting services are for institutions or committees that have a good understanding of their circumstances and seek to be active participants in the management of their assets.

A dedicated team
We provide an experienced team of investment consultants. They have a research background to understand every client. Their goal is to understand and work from your perspective.

Your consulting team is comprised of two consultants that work with you and perform research. Having co-consultants allows for stronger continuity.

Want traditional consulting for your portfolio?  Contact us.