MW INVESTMENT STRATEGY

Overview

MW Investment Strategy is an independent registered investment adviser that acts as a capital allocator for individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Since its SEC registration in 2018 the firm has structured its business to combine fee models — percentage of AUM, hourly charges and fixed fees — giving flexibility for planning and ongoing advisory relationships. Investment activity is weighted toward public mutual funds as the primary vehicle for portfolio construction, while the firm also uses third‑party managers for alternative exposure in real estate. MW Investment Strategy describes itself as a related adviser to other investment and insurance entities, which suggests coordinated capabilities across advisory and insurance lines rather than a multi‑state or ESG‑focused mandate.

Assets & Accounts

Investments & Alternatives

Location & Offices