High Net Worth Portfolio

In a world with growing debt, both public and private, global central bankers using heretofore unproven monetary policies, and markets being influenced by greater and greater machine driven trading (HFT), is your portfolio positioned to weather the coming storm?  PW Capital Management, LLC offers High Net Worth portfolio management that is focused on the risks not just the returns.

PWCM makes it safe and simple for clients to engage PWCM to manage part of their  diversified liquid investment portfolios.  All portfolios managed by PWCM are separate accounts established at InterActive Brokers, LLC in each client's name (joint or individual) with PWCM as the Registered Investment Advisor (RIA).  This structure ensures that each client's money is segregated and held by the custodian (InterActive Brokers) in the client's name.  At no time will PWCM take custody of a client's money.

Based on PWCM's research, InterActive Brokers has the best platform from a cost and technology viewpoint.  This benefits clients through lower costs and equitable treatment of all accounts.

InterActive Brokers has a strong financial position with over $5.0b of equity capital and an investment grade credit rating according to Standard and Poor's.

PW Capital Management, LLC is a Pennsylvania Registered Investment Advisor (RIA) and was established to offer High Net Worth portfolio management to help families preserve the wealth they worked hard to create.

PWCM only offers one product, but can customize it to account for existing holdings or tax deferred accounts.  The core portfolio is a balanced portfolio of stocks and bonds that employs hedging strategies to reduce the volatility of returns.  We recommend that this strategy be considered as a part (less than majority) of a diversified liquid investment portfolio.

While PWCM will manage portfolios as small as $0.5mm, it prefers accounts between $1.0mm to $10.0mm.