SPRINGWOOD FINANCIAL ADVISORS

Overview

Springwood Financial Advisors is an independent registered investment adviser that focuses on serving individuals and families with a mix of financial planning and discretionary portfolio management. The firm offers fee arrangements by percentage of assets under management, hourly fees and fixed fees, which supports both ongoing relationship-based engagements and project work. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Filings indicate Springwood is not a multi-state adviser, does not position itself as a capital allocator, and is not an active ESG investor. Investment activity centers on pooled public vehicles for core exposure and use of third-party managers for alternative strategies. Mutual funds and other public funds are the primary vehicle for liquid allocations, while the firm supplements portfolios with external alternative managers focused on hedge funds, real estate and managed futures. The firm also employs annuities and mutual funds as part of client solutions. An accounting affiliation is noted in the firm’s industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices