Mwa Asset Management

About

--> RIA Firm | MWA Asset Mangement | United States top of page ABOUT US MWA Asset Management is an SEC registered investment advisor (RIA) firm providing financial consulting services. Our services are designed to meet each client s specific needs in the investment management process. ​ Our business is focused on serving individual households, trusts, endowments, pension plans and small businesses. We provide our clients with a precise investment plan, a hands-on advisory partnership, and administrative support as required. We recognize the unique challenges clients face in managing their assets, including the impact of taxes, inflation, income needs, educational needs and risk tolerances. We also work closely with our clients legal and t ax advisors to address the clients needs. If a client does not have suitable advisors in these areas, we can refer them to professionals with whom we have long standing relationships, as well as research others that best fit their needs. ​ We view strong and personal relationships with our clients as not only our fiduciary responsibility, but a key to our success. Investment Philosophy Our investment philosophy revolves around building portfolios of individual equities and fixed income securities. Doing so allows us greater control and flexibility around portfolio construction while controlling capital gains. Shying away from investment vehicles like mutual funds and annuities eliminates embedded fees and costs which over time can deteriorat

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