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