Insights from SWS Partners

Add heading
Our Blog

DGO's Top Contributor and Detractor

Posted by Michael Parker, CFA on 5/17/19 8:45 AM

The following is another excerpt from our recently published Dynamic Growth Opportunities (DGO) portfolio update, which is available here to download.  Here, we highlight the top contributor and detractor in the portfolio, along with a brief commentary for each.

Read More

Topics: Asset Management

Our DGO Strategy Turns One

Posted by Michael Parker, CFA on 5/3/19 8:45 AM

The following is an excerpt from our recently published Dynamic Growth Opportunities (DGO) portfolio update, which is available here to download. 

After spending nearly a decade within the captive walls of a $100B institution, our Dynamic Growth Opportunities ("DGO") strategy emerged one year ago, formally launching on May 1, 2018. The end result is an equity strategy representing the full embodiment of institutional-grade best practices honed over a decade.

Read More

Topics: Asset Management

Asymmetrical Relationships for Investment Managers Are Over

Posted by Philip Kessler on 4/26/19 8:45 AM

More than a year ago, I published a piece for Investments and Wealth Monitor that was a follow up to an interview I participated in as part of the Schwab Impact Conference in 2016. It felt appropriate to resurface the article now because many of the ideas are increasingly mainstream today even if they felt a little radical only a few years ago.  Alas, it’s important for affluent investors to discern between talking points and the implementation of tools that will assist with financial self-actualization.

Read More

Topics: Investment Advice, Financial Planning

Private investments for sophisticated investors

Posted by Frank Parker on 4/12/19 8:45 AM

A few weeks ago, my partner, Phil Kessler, authored a blog detailing how SWS Partners is different from other investment managers. For a firm with a bit of a renegade streak, this piece was foundational in articulating not only how SWS Partners is not only different but, more importantly, how this can translate to better outcomes for our clients.

To recap, we offer highly sophisticated solutions, employ a team of specialists, innovate continuously, and leverage technology whenever possible. In aggregate, we think this can position affluent investors for better outcomes. 

Read More

Topics: Asset Management, Financial Planning

A financial revolution: algorithms, automation, and advisors

Posted by Philip Kessler on 4/5/19 8:45 AM

The investment management industry continues to experience exponential change due to the impact of Moore’s Law, as the application of technology is growing more profound.  But despite the pie in the sky predictions that Robo-Advisors would dismember the brokerage firms by replacing human advisors, this hasn’t been the case. Still, the changing relationship between algorithms, automation, and advisors cannot be dismissed. The common denominator in this paradigm shift is the use of exchange-traded funds to build and manage portfolios. In fact, one could argue that algorithm-driven ETF platforms have been as impactful as the ATM machine. 

Read More

Topics: Technology & Investing, Financial Planning

Our Resources
Initial_S_final_black copy

May 2019 Dynamic Growth Opportunities Turns One: Portfolio Update

Access Here

Initial_S_final_black copy

April 2019 Dynamic Growth Opportunities Fact sheet

Access Here

Our Research
Initial_S_final_black copy

March 2019 From the Desk of the CIO: Unleashing Asset Allocation Benefits

Access Here

Initial_S_final_black copy

January 2019 From the Desk of the CIO: Q4 2018 Market Update

Access Here

Initial_S_final_black copy

December 2018 From the Desk of the CIO: Volatility in Context

Access Here

Initial_S_final_black copy

October 2018 From the Desk of the CIO: Q3 2018 Market Update

Access Here

Initial_S_final_black copy

July 2018 From the Desk of the CIO: Q2 2018 Market Update

Access Here

Initial_S_final_black copy

July 2018 From the Desk of the CIO: Growth Becoming "The Market"

Read More

Initial_S_final_black copy

April 2018 From the Desk of the CIO: The Current Opportunities

Read More

SWS In The News
Forbes logo

How Technology's Massive Impact on Investing Can Help Shareholders

Read More

FR-Square-Logo-no-banner

The Financial Revolutionist: Investment management's "galling reality."

Read More

index

FA Magazine: Running Leaner And Meaner With Tech

Read More