For 30 years, CWM has provided disciplined investment management solutions to individuals, family offices and private foundations. Today, as then, our focus remains to create gains and preserve capital.
Our investment management services are divided into two separate divisions of CWM.
Founded in 1991, CWM Investment Counsel provides discretionary portfolio management specifically tailored to high net worth individuals.
CWM Investment Counsel Brochure
Founded in 2001, CWM Funds provides expert financial advice, manager search & selection and ongoing due diligence of client mutual fund portfolios.
CWM Funds Brochure
