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