Why does an investment management solution make sense for me?
Experience
- 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
Transparency
- 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
