Investments

As a fully independent wealth advisor, we search and evaluate from the entire universe of investment ideas.  We manage client portfolios to optimize performance, cost, and tax efficiency across active and passive vehicles in both traditional and alternative investments.

Investment Research and Selection

We evaluate hundreds of investment ideas annually to focus only on the select few that meet our criteria of attractive risk adjusted rates of return, timeliness, and a focus on wealth preservation.

Fixed Income Investments

Bonds are often an integral part of investment plans, particularly where wealth preservation is a paramount goal.  CWA is not captive to any one trading desk.  As such, we are able to search for bonds from various bond dealers to make the best selections for our clients.

Alternative Investments

The risk/return and often non-correlated characteristics of alternative investments can make them attractive additions to traditionally positioned portfolios.  We may seek attractive investment opportunities among hedge funds, real estate, and private equity offerings depending on market conditions.