As an independent advisor, Group W Investment Management is able to provide objective, unbiased investment management services and guidance.
The firm is not associated with any dealer of securities, and Group W receives no trading commissions. This allows us to provide truly objective and personalized service to our clients.
How It Works
Separately Managed Accounts:
Unlike a hedge fund or a mutual fund, all investments managed by Group W are registered in the client’s name and held in an individual and separate account at a third-party custodian of the client’s choosing. Fidelity Institutional Wealth Services, a large and highly regarded investment firm, is the custodian primarily used by Group W. However if a client so desires, assets can be held in custody at any registered brokerage firm.
Investment Policy Statements:
Based on each client’s investment needs, Group W develops an specific asset allocation for each client consisting of three components: equity, fixed-income, and cash.
The asset allocation is customized according to each client's:
investment objectives,
risk tolerance,
amount and timing of cash-flow needs,
and tax considerations.
An Investment Policy Statement (IPS), which spells out in writing the target allocation, is provided to the client and is used as a guideline for the management of each account. Group W manages and reevaluates client portfolios on a regular, on-going basis.
Documentation:
Clients receive monthly account statements and transaction confirmations directly from the custodian/broker. Group W produces for each client a personalized quarterly report which outlines the performance of the account, the transaction history for the previous three month period, and the current account holdings.
An Investment Policy Statement (IPS), which spells out in writing the target allocation, is provided to the client and is used as a guideline for the management of each account. Group W manages and reevaluates client portfolios on a regular, on-going basis.