Sullivan Wood Capital Management L.L.C. is a registered investment advisor based in Washington, D.C. The firm offers investment advice to individuals, high-net worth individuals, corporations, non-profit organizations, trusts, profit sharing, and pension plans.

As your assets have grown, it has become clear that preserving and investing those assets responsibly require time, effort and expertise. An individually managed account program offers a powerful combination of professional guidance, access and flexibility, supported by a foundation of research. We have a simple goal: to build and preserve your wealth.

Our vision is to provide clients with the best possible investment management expertise in a fair, honest and timely format. We begin by listening to you; we first gather detailed information regarding your financial assets, your objectives and investment expectations and develop a personalized Investment Policy Statement (IPS). Once we have completed your IPS we begin to implement your strategy.

The options we present are derived from your IPS and are focused on your objectives. Next we develop a strategy and tailor your portfolio to address your specific investment needs. Each client receives personal reviews and quarterly reports.