MW Investment Strategy

Overview

MW Investment Strategy is an independent, SEC-registered Registered Investment Adviser that began registration in 2018 and operates as a corporation with domestic ownership. It focuses on individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm functions as a capital allocator, directing client capital to external managers when appropriate, and maintains formal ties to at least one related adviser as well as an insurance company through industry affiliations. Fee arrangements are flexible: the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee engagements. MW Investment Strategy does not identify as an active ESG investor and, per the available data, is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives