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Practice Areas

How We Assist Our Clients

Ellwood Associates provides every client with an in-depth perspective. Each client relationship has a four-person team with two dedicated consultants supported by a research analyst and performance analyst.

Our expertise is tailored for the following client engagements:

Defined Contribution

Ellwood assists fiduciaries to structure competitive retirement plans with sound defined contribution investment programs. Defined contribution consulting is a service we have provided since our founding.

Defined Benefit

Ellwood Associates helps pension plan fiduciaries in structuring defined benefit investment programs for their retirement plans. Our plan design for pension clients takes into account the challenges confronting sponsors of defined benefit plans due to pension reform (PPA) and accounting changes

Public Funds

Ellwood assists fund governmental fiduciaries in structuring sound investment programs for their retirement plans. Public officials face unique challenges in the management of their pension plans, including balancing limited contribution resources with the mandate to provide retirement stability for their employees.

Endowment and Foundation

We advise endowments and foundations. The number of endowment, foundation, and non-profit clients we serve is a large and fast-growing segment. Our consultants understand the unique structure of these investment programs.

Hospitals and Healthcare

Ellwood provides investment consulting to various non-profit healthcare organizations. We advise:

  • Large healthcare systems
  • Regional systems and hospitals
  • Stand-alone community hospitals

High Net Worth and Family Office

Ellwood structures investment programs for high net worth individuals and family offices. We learn your unique needs in order to build long-term wealth for future generations and help manage near-term liquidity needs.

Wealth Management Advisory Services

We seek to help wealth advisors streamline their research and operations by providing customized, outsourced investment solutions. Our goal is to be our clients in-house research team.

Want to learn more about how we can help you? Contact us today.