BWS INVESTMENT MANAGEMENT, LLC

Overview

BWS Investment Management, LLC is an independent RIA organized as an LLC and run as an individual-owned advisory practice. The firm acts as a capital allocator and provides fee-based advisory services charged as a percentage of assets under management. Its client base spans individuals and families as well as institutional and business clients. Core advisory capabilities listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selection of other advisers and educational seminars. The firm also operates as an insurance broker. Investment preferences show a clear tilt toward equities, with exchange-traded equities identified as the dominant asset category. BWS is not an active ESG investor and is not registered as a multi-state adviser. The firm’s role as a selector of other advisers and its designation as a capital allocator suggests it uses third-party managers when specialized exposures or alternative strategies are required.

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Public Holdings

Investments & Alternatives

Location & Offices