DWD PORTFOLIO SOLUTIONS, INC.

Overview

DWD Portfolio Solutions, Inc. is an independent RIA registered in 2018 that focuses on serving individual and family clients, as well as small businesses and institutional clients on a consultative basis. The firm provides financial planning, ongoing portfolio management, and pension consulting services. Its fee model is a mix of percentage of assets under management and hourly charges, which suits both traditional advisory relationships and project-based planning engagements. Investment behavior centers on pooled public vehicles—primarily mutual funds and public funds—supplemented by fixed-income and insurance solutions. The firm is not positioned as a capital allocator that sponsors its own private funds; instead, it constructs client portfolios using third-party products and customized allocations. The firm lists a law firm among its industry affiliations, suggesting it may work closely with legal advisors on trust, estate or business-related client matters.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices