CWOS FOR HIRE

Overview

Cwos For Hire is an independent RIA organized as an LLC that serves both individuals and institutions. The firm leans toward equity-focused portfolios, running most client assets on a discretionary basis and favoring exchange-traded equities as the primary vehicle for implementation. Its advisory mandate spans comprehensive financial planning and portfolio management for individuals, small businesses and institutional clients, and it bills clients using a mix of percentage-of-AUM, hourly and fixed fees. The firm is not positioned as an ESG specialist and does not present itself as a multi-state adviser. Strategically, Cwos For Hire supplements its public-market equity exposure with allocations to third-party alternative managers across private equity, venture capital, hedge funds, managed futures and commodities. That combination suggests a core diversified stock sleeve for liquidity and benchmarked performance, with alternative funds used to pursue return enhancement, diversification and uncorrelated sources of return for qualified clients.

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Public Holdings

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Location & Offices