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Patrick Burkett Email
Senior Research Analyst . Ellwood Associates
Chicago, IL
Locationp*******@ellwoodassociates.com
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20Revenue:
$2.9MAbout
Ellwood is an investment consultancy that delivers independent, unbiased advice and client-centered services that drives investment growth for corporations, endowments, foundations, hospitals, high net worth individuals and families, and wealth advisors. Ellwood was founded in 1977 with the goal of providing holistic investment consulting services to its clients. Forty years later we remain committed to that goal. Our customized investment programs are practical, research-grounded, and focused on your goals. \n\nWhen you partner with Ellwood, you’re partnering with people who are personally invested in helping you succeed. Since 2004, Ellwood has been a 100% Employee Stock Ownership Plan (ESOP) firm. With the retirement of our founder, the firm transitioned to the second generation of ESOP ownership with no one individual owning more than 12% of the firm. \n\nSpecialties: Traditional Consulting Services\nDelegated Consulting Services\nAsset Allocation\nClient Education\nInvestment Manager Search\nManager Research\nFee Review and Benchmarking\nInvestment Policy\nInvestment Policy for Defined Contribution\nPerformance Reporting\nVendor Review and SearchesEllwood Associates Address
33 W MonroeChicago, IL
United States