GLENWOOD INVESTMENT GROUP, LLC

Overview

Glenwood Investment Group, LLC is an independent registered investment adviser that combines fee-based portfolio management with financial planning and insurance brokerage. The firm targets individual, family and institutional clients and delivers advice primarily through discretionary management. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and the publication of periodic newsletters. Glenwood does not operate as a capital allocator — it sources investments from external managers and public markets rather than running proprietary pooled funds — and it is not positioned as an active ESG investor. Investment behavior favors pooled public products: the firm’s asset mix is heavily weighted toward mutual funds and other public funds, suggesting model or wrap-based portfolios and outsourced fund managers are core to how client exposures are implemented. Insurance capabilities and the use of annuities appear integrated with the advice platform, allowing the firm to address both investment and insurance needs for clients who want guaranteed-income or risk-transfer solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices