Blackwood Investment Group, LLC

Blackwood Investment Group is a solo, state-registered independent adviser that provides wealth management, financial planning, portfolio management, and pension consulting to a mix of individuals, pension and profit-sharing plans, trusts, estates, charities, corporations, and other business entities. The firm serves a small client base (nine clients) and reported approximately $4.14 million in assets under management, all on a non-discretionary basis as of the most recent reporting date.

The firm’s wealth management service combines financial planning with portfolio management and may use customized portfolios, firm-developed model strategies, or predetermined approaches that primarily employ equities, ETFs, mutual funds, corporate and government securities. Blackwood generally operates on a non-discretionary basis—seeking client approval before trading—monitors portfolios continuously, and discloses use of analytical methods such as fundamental and technical analysis and strategies including covered options.

Compared with many single-advisor independents, Blackwood’s practice notably includes pension consulting and services for plan sponsors and institutional clients, along with consulting and sub‑advisory work for other investment advisers (including IPS development, benchmarking, provider searches, and participant education). The firm also discloses assistance with securities-backed lines of credit (SBLOCs) and the use of third‑party AI tools for service delivery and meeting transcription, which it describes as presenting specific risks and conflicts the firm addresses in its disclosures.