- 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.