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.
The following is an excerpt from our recently published white paper detailing the enhancements to our Strategic Dividend Growth strategy.
We continue our quest to find opportunities to unleash institutional approaches to the benefit of our private wealth clients. Today that translates into an enhancement to our Strategic Dividend Growth (SDG) strategy. The premise of this enhancement is to take best practices deployed by multi- billion dollar institutions and avail them to individual investors, while simultaneously avoiding compromises that would prohibit success by the future institutional or private wealth client. The first stage of this strategic roadmap deployment was the launch of our equity growth strategy, Dynamic Growth Opportunities (DGO), which began trading May 1, 2018, and recently celebrated its first full year as a stand-alone mandate.
Topics: Asset Management
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?
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.