Insights from SWS Partners

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Philip Kessler, JD

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Recent Posts

Venture Capital for Private Investors–Part 3 of 3: Size Matters

Posted by Philip Kessler, JD on 8/23/19 8:45 AM

In Parts 1 and 2 of our Venture Capital Investing for Private Investors series, we discussed how technology has enabled more investors to harness the growth potential of private companies and the macro backdrop related to investing in these types of companies. Here, we will share why size matters for private deals.

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Topics: Technology & Investing, Asset Management

Venture Capital for Private Investors–Part 2 of 3: Macro Backdrop

Posted by Philip Kessler, JD on 8/9/19 8:45 AM

In Part 1 of our Venture Capital Investing for Private Investors series, we discussed how technology has enabled more investors to harness the growth potential of these companies. Here, we will share some macroeconomic considerations specific to this asset class.

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Topics: Technology & Investing, Asset Management

Venture Capital for Private Investors–Part 1 of 3: Greater Access

Posted by Philip Kessler, JD on 7/19/19 8:45 AM

Consistent with our mantra of delivering contemporary solutions to sophisticated investors, SWS Partners is continuously developing expanded opportunities for our clients. To do so, we have prioritized staying abreast of changing trends and demographics. The confluence of these factors has led us to spending more time and attention on venture capital investing. We simply define venture capital investing as investments in high growth, private companies, or those that are not listed on an exchange, such as the New York Stock Exchange or NASDAQ. Peloton, SoFi, Instacart, SpaceX, and Airbnb are common examples that fit this definition.

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Topics: Technology & Investing, Asset Management

SWS Partners' Greatest Hits (Vol. 2)

Posted by Philip Kessler, JD on 7/8/19 8:45 AM
At SWS Partners, we approach marketing in a novel way: we not only speak, but we listen too.
 
The old bullhorn approach to marketing is ineffectual, never mind that it is incompatible with our desire to provide contemporary solutions to sophisticated investors.  Instead, our digital marketing platform enables us to keep score of our blog's winners and losers. This data helps us focus more on what our audience cares about. 
 
Having published over 85 blogs since the beginning of 2018, this one was quite popular and remains a core part of our beliefs, so we decided to re-publish it.
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Topics: Technology & Investing, Financial Planning

Creating an Ecosystem for Sophisticated Investors to Gain an Edge

Posted by Philip Kessler, JD on 6/14/19 8:45 AM

If you have been following our briefings, you know that we have a blunt view of the financial services industry and how sophisticated investors can gain an edge in mitigating financial complexity and planning for their financial destinations. We have stated ad nauseam that there’s no longer a secret sauce when it comes to asset allocation or portfolio rebalancing. Computers do this stuff now and the services themselves are a commodity, so we don’t think that investors should pay for it.

So how can investors gain an edge?

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Topics: Asset Management, Financial Planning

Strategy Fact Sheets
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Dynamic Growth Opportunities (Sep 2019): Access Here

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Strategic Dividend Growth (Sep 2019): Access Here

Strategy Resources
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Dynamic Growth Opportunities 2Q2019 Update: Access Here

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Strategic Dividend Growth Enhancement (Jun 2019): Access Here

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Dynamic Growth Opportunities 1Q2019 Update: 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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