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EXPERT SOLUTIONS...

AT YOUR SERVICE

Before hiring any advisor, you should explore if their experience and judgement is the right fit for you. We welcome the opportunity to have this discussion. Below you will find a few aspects of our firm that makes us unique.


A STANDARD OF TRUST, HONESTY AND INTEGRITY


Financial planners provide a valuable service to their clients. At Elmwood, you get that planning and more:

  • Investment Research and Analysis –CFA designation
  • Tailored Portfolio Construction –No canned models
  • Risk Management –Want to know your risk score?


Our firm is boutique and independent by design. This benefits our clients by:

  • Ensuring all clients are a high priority to our business
  • Eliminating all incentives that are not aligned with the client
  • Creating a culture where our values are in charge of the business, not the other way around


For fees competitive with financial planners, you receive:

  • Financial planning
  • Investment Analysis
  • Hedge fund style income strategy