General Info

Based in Chicago, Ill., Ellwood Associates has provided investment consulting services to its clients since the firm's founding in 1977. The firm provides a comprehensive array of services to its clients, which include endowments and foundations, retirement plans, healthcare systems and hospitals, and high net worth individuals and families. Some of its services include developing investment policy, implement investment policies, ongoing portfolio monitoring and reporting and special analysis. The firm is registered as an investment advisor with the SEC under the Investment Advisors Act of 1940.