PWM’s approach to portfolio management begins with getting to know you. Working together, we identify the proper balance between preserving and growing your wealth. Utilizing in-house resources we then design and construct cost effective, internally managed portfolios.
We mandate that our portfolios remain broadly diversified and look to optimize tax efficiency through the use of “asset location strategies”—a process sometimes overlooked by other managers.
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We diversify portfolios to minimize your risk in downward markets and allow for participation in advancing markets.
Our ability to internally manage portfolios and avoid separate account managers offers you many distinct advantages.