Broker Check

The FWA Investment Committee consists of experienced investment professionals with complementary skill sets.

The investment committee members meet monthly to determine the risk/reward of the FWA asset class outlooks. All members provide a blind submission for each of the 20 tracked asset classes. These ratings are then used to determine any modification(s) necessary to keep the FWA managed portfolios within the acceptable range for risk and performance measures.

The team has experience in global economic analysis, portfolio construction, third party manager due diligence and technical analysis. The members of our investment committee have advised on investment portfolios of high-net-worth families and large institutions across the country.