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:
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.