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

Alderwood plans and manages investments for families: college funds, retirement, and what you want to leave behind. Three advisors, no call center, no hand-offs.

Try the planner

$410M

Assets under management

18 yrs

Average client tenure

140

Client families

Advisors, no hand-offs

Plan for who it's for.

Every plan starts with a person, not a product. We ask who the money is for, then build the plan backward from there.

A grandfather and his young granddaughter building a wooden birdhouse at a garage workbench — **The reason**A grandfather who didn't want his granddaughter starting life with college loans.

An Alderwood advisor turns his laptop toward a client to show a college fund growing to $123,700 — **The plan**$60,000 set aside early, invested with care, checked on together every year.

Years later, the granddaughter opens her college acceptance letter on the porch beside her grandfather — **The day it mattered**Ten years later, the acceptance letter, and the money was there.

Will it be enough?

Move the sliders to see how money can grow over time. It's the same first conversation we have with every family, just quicker.

Starting amount

Added each month

Years until it's needed

Investing style

Projected value

You put in $0 Growth $0

Illustration only, with a steady yearly return and no taxes or fees. Real markets go up and down. Sample data on a demonstration site.

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.

From birth to college

$30,000 set aside when a child is born, invested in a balanced portfolio at a steady 7.5% a year, grows to about $110,274 by the time they turn 18.

Hypothetical illustration: assumes a steady 7.5% yearly return, no further contributions, taxes or fees. Sample data for demonstration purposes.

How we invest

We build concentrated, low-turnover portfolios around businesses we understand well enough to hold through a bad year.

No trading on headlines. We'd rather sit still than chase the news.
Straight answers. We tell you when we don't have a strong opinion, which is often.
Your advisor, every time. The person who builds your plan is the one who picks up the phone.
A yearly sit-down. We review the plan with you, in person or on a call.

An Alderwood advisor at his desk answering the phone himself, taking notes

Fee schedule

One 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%

Call us. We pick up.

Your first conversation is free and there's nothing to sign. Tell us who you're planning for, and we'll take it from there.

(615) 555-0188

Monday to Friday, 8am–6pm Central