ARCWOOD FINANCIAL, LLC

Overview

Arcwood Financial, LLC is an independent registered investment adviser organized as a limited liability company that serves both individual and family clients as well as institutional accounts. The firm delivers fee-based financial planning and discretionary portfolio management, with additional services that include pension consulting and client-facing educational seminars and workshops. Arcwood structures client engagements with a mix of percentage-of-AUM and fixed-fee arrangements, and it maintains an affiliation with an insurance company that complements its product set. Investment activity is concentrated in public investment vehicles—mutual funds and other pooled public funds—which account for the lion’s share of managed assets. The firm is not identified as an active ESG investor and does not position itself as a capital allocator running proprietary alternative funds; instead it sources external managers where needed, particularly in real estate. All of the firm’s reported assets are managed on a discretionary basis.

Assets & Accounts

Investments & Alternatives

Location & Offices