Helping young professionals build long-term wealth through disciplined, portfolio-driven investing.
Our Services
Discretionary Portfolio Management
Clients grant Hazelwood discretionary authority to manage their investment portfolios in accordance with an agreed-upon investment policy. This allows us to implement portfolio changes efficiently without requiring approval for each transaction.
Services include:
Portfolio design and implementation
Ongoing monitoring and rebalancing
Risk management and allocation oversight
Coordination with custodians and reporting platforms
Investment Advisory & Planning Support
In addition to portfolio management, we provide investment-focused advisory services such as:
Asset allocation guidance
Contribution and accumulation strategies
Tax-aware investment considerations (in coordination with tax professionals)
Education around portfolio structure and market behavior
Cash-flow and savings considerations related to investing
Hazelwood does not provide legal or tax advice.
Introducing Hazelwood Compass
We focus on what actually builds wealth over time: earnings, cash flow, and dividends.
Hazelwood Compass helps you understand the real performance behind your portfolio, because over time, strong companies win. If you care more about where your money will be in 10 years than 10 days, you’re in the right place.
Our Investment Philosophy
Markets move. Volatility is unavoidable. Discipline matters.
Hazelwood’s philosophy is built on three core principles
1. Diversification Within Growth-Oriented Assets
Technology companies represent a meaningful driver of economic growth, innovation, and productivity. However, the technology sector itself is not monolithic. We focus on diversification across subsectors, business models, market capitalizations, and risk profiles rather than concentration in a narrow set of names.
2. Volatility as a Portfolio Management Input
Market volatility is often viewed solely as risk. We view it as information.
Rather than attempting to predict short-term market movements, we use volatility as an opportunity to systematically rebalance portfolios—reducing exposure to positions that have grown disproportionately and increasing exposure where allocations have declined, consistent with each client’s objectives and risk tolerance.
3. Process Over Prediction
We do not attempt to time markets or forecast short-term price movements. Our approach emphasizes:
Portfolio construction aligned with client goals
Ongoing monitoring and rebalancing
Risk management through diversification and position sizing
Long-term consistency