Welcome to Linwood Investment Advisors, Inc.
Your choice for Financial Services
Welcome to Linwood Investment Advisors, Inc. Thank you for visiting our site. We are a boutique, independent, fee-only registered investment advisor. We offer unique portfolio solutions tailored specifically for the risk tolerance of each of our clients. Our solutions include concentrated separately managed equity accounts, diversified risk-based asset allocation models and “combination” core/satellite strategies. We provide funds selection and other consulting. We custody the majority of assets we manage at Schwab Institutional, Fidelity Institutional, and TD Institutional. Please contact us if you have any questions on our asset management services and thank you again for visiting our site.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
From investors who want to protect their assets to those who need to grow their assets we can develop a portfolio to match the risk and return needed to meet the goal. As independent, fee-only advisors we are unconstrained as to the solutions we can use to build a portfolio that will provide the appropriate investment solution to meet your long-term goals. We evaluate the risk tolerance and long-term goals of every client and develop solutions to manage the risk inherent in the investment process. We understand the trust placed in us and we always protect the interests of our clients first. We are fiduciaries and we work diligently to bring unique solutions to client portfolios.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.