Internally Managed Portfolios

Individualized attention for you and your portfolio, we call that Intelligent Investing.

Key Portfolio Benefits

PWM constructs portfolios primarily consisting of individual equities and fixed income investments and not outsourced portfolio managers. Our ability to manage portfolios internally and avoid outsourcing creates many distinct portfolio advantages for you, including:

  • Greater transparency
  • Control of “style drift”
  • Removal of extra fee layers
  • Enhanced tax sensitivity
  • Structured rebalancing
  • Access to the portfolio team

Prudent Portfolio Transitions

Investments transferred in during the start up phase of our relationship will be carefully analyzed for portfolio inclusion. Securities failing to meet our standards or the objectives of your portfolio will be sold. The timing of these sales will take into consideration the impact of taxes and current market conditions.