Patient capital, managed by people who answer their own phone.

Alderwood manages portfolios for individuals and families who'd rather talk to their advisor than a call center. Watch a short introduction from our founders.

$410M

Assets under management

18 yrs

Average client tenure

140

Client families

Advisors, no hand-offs

Growth of $100,000

Hypothetical growth of a $100,000 balanced portfolio versus a benchmark index, 2018–2025. Illustrative only — past performance does not guarantee future results.

Alderwood balanced portfolio Benchmark index

Figures shown are illustrative sample data for demonstration purposes, not actual fund performance.

How we invest

We build concentrated, low-turnover portfolios around businesses we believe we understand well enough to hold through a bad year. We do not trade around headlines, and we tell clients when we don't have a strong opinion — which is often.

Fee schedule

A single, published rate. No fund-level fees layered on top.

Assets managed	Annual fee
First $1,000,000	0.85%
Next $2,000,000	0.65%
Above $3,000,000	0.45%