Investment Planning

Investment Planning

A comprehensive investment plan starts with a thorough assessment of your current financial circumstances, your longer-term needs and goals and your tolerance for risk, all under the guidance of experienced fiduciary advisors.

The Role of Fiduciary Advisors

Fiduciaries are held to the highest standards of prudence when offering investment advice. Unlike stock and insurance brokers, who may recommend and sell high-commission products they deem “suitable” for a particular investor, fiduciaries must always act in the “best interests” of their clients without consideration of their own financial gain. Moreover, the compensation charged by a fiduciary must be reasonable and free of conflicts.

For this reason, most fiduciaries, including PWA, charge a flat fee based on a client’s total assets under advisement rather than earning commission on the products they sell.

The Value of an Independent Investment Firm

As an independent registered investment advisory firm, we do not focus on trades and transactions or the sales of proprietary products. Rather, we take the time to understand your  unique circumstances  – personally, professionally and financially – and rely on a broad range of investment management services to create strategies tailored to your unique needs and goals. We typically coordinate our activities with your legal counsel, tax accountants and other trusted advisors, often serving as a single point of contact for all your estate planning needs.

Investment Strategies and In-House Research Team

When it comes to investment strategies, our in-house research team has proven to be a critical source of our success. This group is led by a 30-year investment veteran and is comprised of specialized researchers and portfolio managers who understand the long and short-term possibilities of the global economy. Their broad base of expertise supports our financial advisors and allows them to offer the best mix of strategies for our clients. In addition, their ability to look at the markets with a clear view allows you to remove emotion and fear from decisions that can have far-reaching impact.

To learn more about PWA’s investment planning and management services click here or contact us at