The firm's investment management practice is focused on small institutions and high net worth individuals that understand our philosophy and want a full-disclosure, structured approach. We draw on our expertise in valuation, strategic planning and public finance as well as strong academic backgrounds in investment theory to create and implement sound investment policies and well structured portfolios.
PW Advisers, Inc. is a registered investment advisor. We are a fee-for-service provider and do not make commissions on products in which our clients invest. There are no soft-dollar costs, hidden trading fees or any forms of compensation received from a third party. As of December 31, 2007, our assets under management was approximately $131 million.
Existing clients may view their accounts through the following link after first contacting us to setup this access.
