Bentwood Investment Advisory

Overview

Bentwood Investment Advisory is an independent, owner-operated RIA that focuses on serving individual and family clients through discretionary portfolio management and financial planning. The firm acts as a capital allocator, favoring equity-oriented strategies and managing separately managed accounts with an emphasis on exchange-traded equities. Its advisory services include direct portfolio management, financial planning, and the selection and oversight of outside managers when clients or strategies require specialized capabilities. Fee arrangements are a mix of percentage of AUM, hourly charges and other fee types. Bentwood does not position itself as an ESG-focused adviser and reports a primary preference for equity exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices