AWM manages individual investment portfolios, IRA accounts, trusts, foundation/endowment assets, and company benefit plans (i.e., 401K, 403B, cash balance, defined benefit).
AWM is a financial planning firm that believes understanding a client’s total financial situation and risk profile is the most important aspect of developing their investment plan. AWM also believes that the use of index funds is the most efficient manner of building an investment portfolio.
AWM custodies your assets at Pershing, a Global leader in business solutions. This ensures that your assets are always in your name.
AWM will also work with your current custodian if you prefer to keep your investments in place (Note: This may limit performance reporting on your portfolio).
Investment management services include:
- Asset allocation
- Investment selection
- Creation of an Investment Policy Statement (IPS)
- Portfolio monitoring
- Portfolio reporting
- Limiting tax expense