Insights from SWS Partners

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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

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

A financial revolution: algorithms, automation, and advisors

Posted by Philip Kessler, JD on 4/5/19 8:45 AM

The investment management industry continues to experience exponential change due to the impact of Moore’s Law, as the application of technology is growing more profound.  But despite the pie in the sky predictions that Robo-Advisors would dismember the brokerage firms by replacing human advisors, this hasn’t been the case. Still, the changing relationship between algorithms, automation, and advisors cannot be dismissed. The common denominator in this paradigm shift is the use of exchange-traded funds to build and manage portfolios. In fact, one could argue that algorithm-driven ETF platforms have been as impactful as the ATM machine. 

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Topics: Technology & Investing, Financial Planning

Strategy Fact Sheets
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July 2019 Dynamic Growth Opportunities

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July 2019 Strategic Dividend Growth

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Strategy Resources
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July 2019 Dynamic Growth Opportunities Portfolio Review

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June 2019 Strategic Dividend Growth Enhancement

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May 2019 Dynamic Growth Opportunities Turns One: Portfolio Update

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Other 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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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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