Hazelwood Investment Advisors LLC

Modern portfolio management

for the next generation of professionals

We specialize in equity-based portfolios with an emphasis on technology-oriented businesses, applying structured portfolio management techniques designed to navigate volatility rather than react to it.

Who We Serve

We work with professionals who are:

  • Early to mid-career earners

  • Building wealth through consistent contributions

  • Comfortable with market fluctuations, but seeking structure and discipline

  • Comfortable with equities and volatility, but want a disciplined portfolio strategy rather than managing positions on their own

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Our clients value a long-term approach, clear communication, and an investment process grounded in data, not hype or speculation.

Our Approach

  • We leverage modern analytics, portfolio systems, and reporting tools to inform decisions and maintain discipline at scale. Technology enhances our ability to monitor risk, rebalance efficiently, and evaluate trade-offs - but portfolio judgment remains grounded in fundamentals, experience, and long-term objectives.

  • Our approach is designed for clients who understand that wealth accumulation is a multi-year process requiring patience, discipline, and consistency.

  • We believe clients should understand why portfolio decisions are made - not just see the results. Our reporting and conversations focus on explaining trade-offs, changes, and long-term positioning so clients stay aligned through market volatility.

  • We view personal finance decisions through the lens of long-term investing. Budgeting, savings, and planning are not separate exercises - they are inputs into how capital is deployed over time. Our advisory approach integrates portfolio management with thoughtful guidance around cash flow, contributions, and major financial decisions, so clients stay aligned with their goals while maintaining a disciplined investment strategy.

Getting Started

Our onboarding process is designed to be straightforward, transparent, and focused on long-term alignment.

Discuss goals, experience and expectations

1. Introductory Call

2. Investment Profile

3. Portfolio Design

4. Implementation & Ongoing Management

 Review risk tolerance, time horizon, and objectives

Establish an investment strategy aligned with your profile

Monitor, rebalance, and adjust as appropriate

Work With Us

Contact Us

If you’re interested in learning more about our approach or determining whether Hazelwood is a good fit for your needs, we invite you to schedule an introductory conversation.

Work With Us