Welcome to Ellwood Associates

Ellwood Associates has provided comprehensive investment consulting services to its clients since the firm’s founding in 1977. Our consulting practice is national in scope and is focused on serving four primary client types:

Endowments and Foundations
Retirement Plans
Healthcare Systems and Hospitals
High Net Worth Individuals and Families

Ellwood Associates has always been owned entirely by its employees. We believe that a professional service firm’s most important asset is its people. Therefore, in order to attract and retain the best talent available, employee ownership is paramount. Every employee at Ellwood Associates comes to work with an owner’s mentality rather than with an employee’s mentality. We believe this properly aligns our incentives with those of our clients.

We are registered as an investment advisor with the SEC under the Investment Advisors Act of 1940. Our sole source of revenue since our founding has been hard dollar fees paid to us by our clients. No affiliations exist between Ellwood Associates and any other organizations.



History No Conflicts of Interest Policy Organizational Structure Professional Biographies		Ellwood Associates has provided comprehensive investment consulting services to its clients since the firm’s founding in 1977. Our consulting practice is national in scope and is focused on serving four primary client types: Endowments and Foundations Retirement Plans Healthcare Systems and Hospitals High Net Worth Individuals and Families Ellwood Associates has always been owned entirely by its employees. We believe that a professional service firm’s most important asset is its people. Therefore, in order to attract and retain the best talent available, employee ownership is paramount. Every employee at Ellwood Associates comes to work with an owner’s mentality rather than with an employee’s mentality. We believe this properly aligns our incentives with those of our clients. We are registered as an investment advisor with the SEC under the Investment Advisors Act of 1940. Our sole source of revenue since our founding has been hard dollar fees paid to us by our clients. No affiliations exist between Ellwood Associates and any other organizations.