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