CWS Asset Management

Overview

CWS Asset Management operates as a small, independent Registered Investment Adviser focused on individual and family clients, with a service emphasis on financial planning and portfolio management for individuals and small businesses. The firm also conducts broker-dealer activities and charges clients on a percentage-of-AUM basis as well as hourly fees, indicating it blends ongoing advisory relationships with project-based planning work. CWS Asset Management is not an active ESG investor, is not set up as a multi-state adviser, and appears to be owner-operated as an individual sole proprietorship. The firm’s portfolio approach tilts strongly toward equities, with a clear preference for holdings outside of the listed exchange-traded market. Most assets are managed on a discretionary basis, which suggests CWS frequently implements investment decisions on clients’ behalf rather than acting solely as a consultant. Given the small client base and single-office structure, the firm is likely to provide high-touch, personalized service and direct adviser involvement in portfolio construction and annual planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices