Linwood Principles
Independent investment advice
- Fee only model
- No commissions or compensation based on investment selection or trading
Independent investment research
- We review selected, trusted sources and develop our own point of view
We act as a fiduciary
- Client interests always come first
High quality reporting
- Quarterly reporting with holdings, earnings, allocations and performance
Unique approach and expertise
- High quality managers and funds employed
- Risk based approach
- Tactical allocations when necessary
