SWS Partners is a registered investment advisor that emphasizes the application of advanced technology in delivering contemporary asset management and financial planning solutions to high net worth individuals, family offices, endowments, foundations, and other institutions. It develops custom asset allocation, investment policy statements, and investment management guidelines where needed.
SWS offers a broad range of financial planning services, Including cash flow, retirement, education, future goals planning.
SWS assists in vetting and due diligence for real estate, venture capital, private equity, and other private deals. It also provides help with selling a business and other unique situations.
SWS offers comprehensive rules-based equity strategies managed by a rigorous investment process, overlaid with premium risk management.