Portfolio Management

Sound portfolio management should be forward looking yet framed by historical perspectives.

Intelligent Investing

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.

Click below to learn more about our intelligent approach to investing.