Investment Consulting
The government started issuing Treasury Inflation Protected Securities (TIPS) in March, 1997 to offer investors protection from unexpected increases in inflation. Since inception in March, 1997, the Barclays Capital US TIPS Index has returned 6.5% per year versus 6.2% per year for the 5-Year Treasury....
PW&Co uses a four step investment process to understand, analyze, implement and monitor a client’s investments. Our process is continuous and focused on responding to changes in a client’s circumstances, not the inevitable fluctuations in the financial markets. I. Evaluation Adviser reviews client's goals, objectives, financial condition...
People often wonder if we don’t pick individual stocks or money managers that can beat the market, what do we do? We believe that there are a number of other things that are more important to managing investment accounts and realizing good performance. Write Investment...
Our investment philosophy is based on a few guiding principles. Risk and Return are Related - Markets are relatively efficient; to achieve higher returns, one must take more risk. Risk as a Focus - Choice of investments should be based on ability to bear risk...
Fixed income investments are frequently utilized to reduce risk of the overall portfolio. To reduce risk, the investments selected typically have the highest credit quality (AAA) and shorter duration (<5 years). However, particularly for portfolios where taking large equity risk is not appropriate, exposure to...
