Bostwick Investment Consulting

Overview

Bostwick Investment Consulting operates as a privately owned limited liability company that presents itself as a fee-for-service advisory/consulting practice rather than a traditional asset-based RIA. The firm uses hourly and fixed fees, which indicates a focus on project work such as financial planning, investment policy development, manager selection, or ad hoc consulting rather than charging a percentage of assets. The firm’s regulatory footprint is limited: it is not a multi-state adviser, it does not identify as an active ESG investor, and it does not act as a formal pension consultant or related adviser. Investment activity reported for the firm centers on using third-party vehicles rather than running internal pooled products. That includes liquid vehicles for broad market exposure and a notable set of alternative strategies (private equity, hedge funds, real estate, commodities) for clients seeking diversification or return enhancement. Although the firm is not listed as a capital allocator, its investment mix indicates it sources external managers and funds to implement those alternative allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices