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.
Topics: Asset Management
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.
Topics: Asset Management
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.
Topics: Investment Advice, Financial Planning
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.
Topics: Asset Management, Financial Planning
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.
Topics: Technology & Investing, Financial Planning
