Why does an investment management solution make sense for me?


  • Our portfolio management team has broad experience in navigating diverse market environments since 1994
  • Our team of professionals has on average 20 years of experience in designing and implementing investment portfolios on behalf of clients

Individual Account Management

  • You will have your own portfolio of securities with your own cost basis which is tailored to your specific risk tolerance
  • Enables more efficient tax management and control over investment selection

Fiduciary Relationship

  • As a Registered Investment Advisor FWM acts as a fiduciary on your behalf
  • Client and advisor are "on the same side of the table"
  • Compensation derived from asset values, not commissions on transactions


  • All costs are fully disclosed
  • Each holding and transaction are reported to you immediately
  • Comprehensive monthly reporting showing realized gains and losses and all transactions and associated costs
  • No guesswork