Willow

Overview

Willow is an independent registered investment adviser organized as an LLC and federally registered with the SEC in 2024. The firm operates as a capital allocator focused on individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Willow charges fixed fees and hourly fees rather than asset-based advisory fees. The firm does not identify as an active ESG investor and reports its core advisory activities as discretionary portfolio management, financial planning, and selecting third-party advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives