PW Advisers has relationships with a number of financial instututions that enable us to deliver a high quality investment platform to our clients:
Custody of Assets: Most of our client accounts are held at Fidelity Institutional Brokerage group; however, we work with accounts held at a number of different banks and custodians.
Record Keeping: The firm uses the industry standard Axys portfolio management software from Advent Software, Inc. to keep track of portfolio performance and produce reports. Daily transactions and statements are received electronically from our primary custodian partners. For 401(k) plans, we have licensed the BenefitStreet technology platform.
Investments Funds: The firm is approved by Dimensional Fund Advisors and uses their mutual fund products in conjunction with those from Vanguard and other mutual fund companies. For very large accounts, we can work with our mutual fund management partners to manage funds in separate accounts.
