Our advisors have extensive experience managing investments for high-net-worth and ultra-high-net-worth individuals and families. We work with each client to develop an investment philosophy tailored to each client’s risk appetite and personal needs.
Each client’s portfolio has an asset allocation methodology that attempts to match a level of investment return required by the client’s customized retirement plan, if applicable. We make changes to client portfolios influenced by economic trends and shifts in capital markets.
One of the greatest advantages that Linwood clients benefit from is our firm’s open architecture for investment selection. Linwood is considered a fee-only advisor as we only charge a fee on the assets we manage. We are not compensated by commissions on any investments and therefore are not limited to any singular investment family. Our clients have access to “institutional” share class mutual funds.
We also provide ongoing market and economic education as well as individualized portfolio performance reporting.