Insights from SWS Partners

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Our Blog

Frank Parker and Philip Kessler, JD

Frank and Philip are the Co-founders and Managing Partners of SWS Partners.
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Recent Posts

Growth in a Time of Stress

Posted by Frank Parker and Philip Kessler, JD on 6/5/20 3:18 PM

Thank you. Two words that have come to mean a lot in this time of heightened economic stress. As business owners of a firm that works with uniquely successful clients, we have had a front-row seat for the impact of the recent economic shutdown initiated in response to the coronavirus. We feel lucky to be able to help our clients weather this storm. In business, as in life, there are times when it pays to continue to march ahead regardless of the headwinds. So, I’m happy to announce that SWS Partners has been able to add to our arsenal of expertise by bringing on new talent.

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Topics: Current Events, Asset Management

Automation & Empathy for Clients (and future Clients)

Posted by Frank Parker and Philip Kessler, JD on 5/31/19 8:45 AM

One of our obsessions at SWS Partners is thinking about the role of the advisor and how to build the most value for clients.  One powerful driver of value comes from automating everything that can possibly be automated within a firm’s business, especially today where the actual products and investments in any given portfolio are increasingly commoditized.

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Topics: Technology & Investing, Financial Planning

Strategy Fact Sheets
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SWS Growth Equity (June 2020): Access Here

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SWS Dividend Equity (June 2020): Access Here

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SWS Balanced Income (Mar 2020): Access Here

Strategy Resources
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Growth Equity 1Q2020 Update: Access Here

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Dynamic Growth Opportunities 4Q2019: Access Here

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Dynamic Growth Opportunities 3Q2019: Access Here

Other Research
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Unleashing Asset Allocation Benefits (Mar 2019): Access Here

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4Q2018 Market Update: Access Here

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Volatility in Context (Dec 2018): Access Here

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3Q2018 Market Update: Access Here

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2Q2018 Market Update: Access Here

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Growth Becoming "The Market" (Jul 2018): Access Here

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The Current Opportunity (Apr 2018): Access Here

In the News
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How Technology's Massive Impact on Investing Can Help Shareholders

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

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FA Magazine: Running Leaner And Meaner With Tech

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