Insights from SWS Partners

Add heading
Our Blog

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?

Read More

Topics: Asset Management, Financial Planning

DGO's Top Contributor and Detractor

Posted by Michael Parker, CFA on 5/17/19 8:45 AM

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.

Read More

Topics: Asset Management

Our DGO Strategy Turns One

Posted by Michael Parker, CFA on 5/3/19 8:45 AM

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.

Read More

Topics: Asset Management

Private investments for sophisticated investors

Posted by Frank Parker on 4/12/19 8:45 AM

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. 

Read More

Topics: Asset Management, Financial Planning

What Makes SWS Partners Different?

Posted by Philip Kessler, JD on 3/15/19 8:45 AM

My partners and I are often asked, "what makes your firm different?"

We love to answer this question because our firm is a leader in providing contemporary financial planning and asset management solutions. Still, even for the most discerning of investors, it is critical to highlight what makes us unique. 

Here are what we call our brand pillars. They define our firm, our value proposition, and what we seek to deliver to our clients. Most importantly, they demonstrate how we are, in fact, different:

Read More

Topics: Technology & Investing, Asset Management, Financial Planning

Our Resources
Initial_S_final_black copy

May 2019 Dynamic Growth Opportunities Turns One: Portfolio Update

Access Here

Initial_S_final_black copy

May 2019 Dynamic Growth Opportunities Fact sheet

Access Here

Our Research
Initial_S_final_black copy

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

Access Here

Initial_S_final_black copy

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

Access Here

Initial_S_final_black copy

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

Access Here

Initial_S_final_black copy

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

Access Here

Initial_S_final_black copy

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

Access Here

Initial_S_final_black copy

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

Read More

Initial_S_final_black copy

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

Read More

SWS In The News
Forbes logo

How Technology's Massive Impact on Investing Can Help Shareholders

Read More

FR-Square-Logo-no-banner

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

Read More

index

FA Magazine: Running Leaner And Meaner With Tech

Read More