The Harwood Group offers solutions to meet the investment management needs of corporations and also provides insights into the trends affecting companies. We work with a wide range of clients with diverse objectives, providing investment management for retirement and benefit plans, corporate cash management, advisory services, asset allocation and risk management solutions.
Professional wealth management services for Institutional clients such as not-for-profit organizations, foundations and businesses, can include:
- Tax Planning
- Insurance-Based Estate Protection
- Estate Planning
- Credit and Lending Services
- Saving for Retirement
- Saving for Education