HARWOOD INVESTMENT GROUP LLC

Overview

Harwood Investment Group LLC is a small, owner-operated investment adviser that provides discretionary portfolio management to individuals, families and small businesses. The firm charges clients on a percentage-of-assets basis and centers its strategy on equity exposure, using exchange-traded instruments as the primary vehicle. Harwood does not identify as an active ESG investor and is structured as a limited liability company with an individual owner. Its advisory scope is focused on direct portfolio management rather than institutional consulting or related-adviser arrangements. Investment activity shows a clear preference for publicly traded equities as the core building block of client portfolios, supplemented by selective private placement opportunities. The firm operates with discretionary authority over accounts, allowing it to implement equity allocations and ETF strategies without seeking trade-by-trade approval from clients. Given its client base and scale, implementations are likely tailored to taxable and retirement accounts at the household level, with attention to concentration and liquidity considerations appropriate for high-net-worth individuals.

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Location & Offices