What We Do

After applying some of the most advanced tools and strategies in the portfolio management process and partnering with some of the financial industry’s most prominent firms over the past 35 years, our mission is to leverage for CWS’s clients those same tools and solutions utilized by some of the largest institutional investors in the management of their assets.

CWS is held to the highest ethical standard, that of a fiduciary. As a fiduciary we are required to always put our clients’ interests first, a mandate with which we wholeheartedly embrace. Client assets are held at CWS’s custodian, Charles Schwab & Company.