Our “Strategic Investment Portfolio Strategy” (SIPS) consists of equities designed for growth over a 3-5 year horizon. This strategy utilizes mutual funds which are selected from a list of over 17,000 funds using a proprietary process.
As a fiduciary investment firm, PWA is free of any conflicts of interest in choosing mutual funds. This may not be the case in a commission based, large wire house that has close relationships with various mutual fund families.
Our proprietary process selects the “best performing” mutual funds without concern for “brand affiliation”. This process also reduces risk in each portfolio. For example, if two (2) large cap funds have similar performance over a 1, 3 and 5 year period, we will select the fund with the lowest risk. Also, given similar performance, we will purchase “institutional class” funds with the lowest fees. We never purchase mutual funds with a “front end” or “back end” load charge.