Counter Cultural Strategies to Build Wealth

Investment Philosophy
Our philosophy is based on the proactive process of seeking investment opportunity while managing downside risk. We design portfolios and strategies to skillfully navigate our clients through changing markets.

Fee-only Compensation
SWM only receives fees as a percentage of assets under management (generally 1% or lower on an annual basis).  This creates a fiduciary relationship with our clients. 

Strategic Partnership- Charles Schwab Institutional as Custodian
In keeping with our commitment to provide our clients with the highest level of service while keeping your expenses to a minimum, we have selected Schwab Institutional as a custodian for our clients’ accounts.   Schwab Institutional is a division of Charles Schwab & Co., Inc. and has served investment managers for more than a decade. Accounts of Charles Schwab & Co., Inc (including those held by clients of Schwab Institutional), are insured by SIPC for securities and cash in the event of broker-dealer failure.