HARWOOD INVESTMENT STRATEGIES, L.L.C.

Overview

Harwood Investment Strategies, L.L.C. is an independent registered investment adviser that serves individuals, families and select institutional clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Its fee structure combines a percentage of assets under management with hourly charges for advisory work. Harwood does not identify as an active ESG investor and is organized as a limited liability company owned by an individual. Investment activity centers on managed separate accounts and pooled funds, with an emphasis on using public mutual funds and pooled vehicles as core building blocks. The firm appears to favor traditional asset-allocation approaches — using mutual funds and corporate debt for core equity and fixed-income exposure — while layering alternatives such as real estate and commodities for diversification and inflation protection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices