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.
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.
Topics: Asset Management
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.
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:
In our latest installment of From the Desk of the CIO: Unleashing Asset Allocation Benefits, Mike Parker explains how the tools that were formerly reserved for large institutions can now be accessed by individual investors. This piece—available here to download—acts as a companion to a broad allocation change that we have made to our Multi-Asset Income (MAI) strategy, effective as of March 1st for existing clients.
Here is an excerpt: