Beechwood Capital Management, Inc.
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About
Beechwood Capital Management provides discretionary portfolio management for individuals, IRAs, retirement plans, trusts, estates, pension and profit‑sharing plans, and charitable organizations. While many independent advisers focus primarily on individual clients, this firm also manages institutional‑type accounts such as pension and charitable plans alongside individual and retirement accounts.
The firm follows a value‑oriented investment approach that emphasizes closed‑end funds trading at discounts to net asset value and selective individual equities chosen using metrics such as low price/earnings, low price‑to‑cash‑flow, share buybacks, insider ownership, breakup value, and low volatility; closed‑end funds are also used for fixed‑income exposure. Portfolios are managed on an individual, discretionary basis, with the ability to accommodate client‑imposed restrictions and a generally low‑turnover emphasis supported by regular reviews.
Distinctive features for a practice of this scale include the central role of closed‑end fund discounts in portfolio construction and the firm’s willingness to serve institutional clients, both of which are less common among peers. The firm’s investment professional brings advanced quantitative training (graduate degrees in mathematics and the CFA designation), occasional academic instruction in finance and statistics, and a preference for custodial platforms that provide online reporting and advisor tools.
Client services
Expertise
Fee options
$0 - $500,000: 2% per year $500,000+: $10,000 plus 1% per year of amounts in excess of $500,000
Account minimum: $100,000 Minimum fee: Minimum fees may apply (amount not specified) Fee-only: Investment management fees calculated as percentage of assets under management; no commissions charged
Main office
9467 Montgomery Road
Cincinnati OH 45242
Advisors at this office
1
Most active in
Ohio
Also doing business as
Beechwood Capital Management, Inc. · Beechwood Investment Management · Bowling, Michael Courtenay
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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