Tallwoods Partners, LLC

Tallwoods Partners, LLC is a Chicago-based investment advisory firm specializing in outsourced chief investment officer services for high net worth individuals, family groups, and institutional investors. Established in 2013, the firm offers both discretionary and non-discretionary portfolio management services, tailoring investments to each client's unique circumstances. The principal, Michael Resnick, has extensive experience in the investment industry. As of December 31, 2024, Tallwoods managed over $310 million for clients, with additional advisory-only assets exceeding $250 million. Tallwoods typically charges fees based on a percentage of assets under management, with fees billed quarterly. The firm may also negotiate incentive-based fees with eligible clients. Clients are generally required to have a minimum initial account size of $10 million. Investment strategies include traditional and alternative assets such as fixed income, equity securities, private equity, and hedge fund strategies. Tallwoods emphasizes prudent diversification principles and risk management in its investment strategies. The firm reviews client accounts quarterly, providing written reports and statements to keep clients informed. Tallwoods does not maintain custody of client assets, which are held by qualified custodians like Schwab or Fidelity. Clients may grant discretionary trading authority to Tallwoods, allowing the firm to execute transactions on their behalf. The firm does not engage in soft dollar arrangements and generally seeks best execution for client transactions.