Insights from SWS Partners

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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

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

Our Resources
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May 2019 Dynamic Growth Opportunities Turns One: Portfolio Update

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May 2019 Dynamic Growth Opportunities Fact sheet

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

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

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

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

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

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

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

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SWS 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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