Norwood Economics, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$91,252,081
Clients
143
Advisors
3
of 4 employees
About
Norwood Economics provides discretionary portfolio management and financial planning for individual clients (including high‑net‑worth households), retirement plans, pooled funds and cash balance plans. Services include ongoing investment supervisory services, customized financial plans, and periodic reporting tied to each client's stated objectives and risk tolerance.
The firm follows an actively managed, multi‑asset class approach with a value‑oriented, bottom‑up equity process and tactical asset‑class tilts driven by valuation and risk/reward assessments. Research inputs include institutional sources (Morningstar, CFRA, Bloomberg, Ned Davis Research, SEC filings) and portfolios are monitored regularly with model holdings reviewed daily and formal account reviews at least quarterly.
Norwood distributes a weekly market newsletter to both clients and the general public and conducts seminars/webinars—including annual retirement education presentations—while providing pension consulting to plan participants at no cost, features that are less common among peers. It also commonly offers financial planning as a no‑cost component of portfolio management (and as a complimentary service for some prospective clients), uses third‑party standing letters of authorization arrangements with a major custodian for certain accounts, and leaves proxy voting responsibilities with clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: Prior tiers plus 0.75% $2,000,000.01 - $3,000,000: Prior tiers plus 0.50% $3,000,000.01+: Prior tiers plus 0.25%
Account minimum: $1,000 minimum annual fee Minimum fee: $1,000 minimum annual fee Fee-only: Financial Planning provided at no additional charge as a component of portfolio management or complimentary to potential clients
Main office
14074 Trade Center Dr. Ste 212
Fishers IN 46038
Advisors at this office
3
Most active in
Georgia · Indiana · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Quick links
Advisors at this firm
Anthony F
Series 65
Fishers, IN
Norwood Economics, Inc.
Anthony Flack is a financial advisor at Norwood Economics, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked previously at OneDigital Investment Advisors LLC, Voya Financial Partners, LLC, OneAmerica Securities, and American United Life. Norwood Economics provides discretionary portfolio management and financial planning for individual clients, retirement plans, pooled funds, and cash balance plans. The firm employs an actively managed, multi-asset class investment approach with a value-oriented, bottom-up equity process and tactical asset-class adjustments based on valuation and risk/reward analysis.
Christopher N
CFA®, Series 65, Series 63
Fishers, IN
Norwood Economics, Inc.
Christopher Norwood is a CFA® charterholder with 16 years of industry experience and serves as the principal of Norwood Economics, Inc. He has been an adjunct professor of economics at Butler University since 2016 and began coaching girls high school softball at North Central High School in 2024. His career also includes six years of service with Warren Township. Norwood Economics provides discretionary portfolio management and financial planning for individual and institutional clients, employing an actively managed, multi-asset class approach with a value-oriented, bottom-up equity process and tactical asset-class tilts based on valuation and risk/reward assessments. The firm distributes a weekly market newsletter, conducts educational seminars and webinars, and offers financial planning as a no-cost component of portfolio management.
John D
Series 66
Fishers, IN
Norwood Economics, Inc.
John Duncan is a financial advisor at Norwood Economics, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential, Larson Financial Group, Transamerica Life Insurance Company, Fidelity Investments, and Bank of America/Merrill Lynch. Norwood Economics provides discretionary portfolio management and financial planning services to individual clients, retirement plans, pooled funds, and cash balance plans. The firm employs an actively managed, multi-asset class investment approach with a value-oriented, bottom-up equity process and delivers research-driven portfolio oversight alongside educational offerings such as a weekly market newsletter and retirement seminars.
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