This is not a one-size-fits-all world! We take the time to fully customize a portfolio for all of our clients in order to help them meet their individual goals and objectives. We also appreciate that
people’s lifestyles may change over time. While the frequency of meetings is driven by our clients, we typically meet quarterly and have interim communications to ensure that any changes in our clients’ needs are properly reflected in their portfolio
e recognize that
each client’s circum- stance is different.
• Clients have direct access to the decision makers, and portfolio managers are readily accessible to clients.
• We offer personable communication with a “boutique feel”.
• We strive to understand each client’s investment needs and objectives and to clearly communicate the firm’s investment philosophy.
Active Management • PWP employs an active approach to investing.
• We make strategic investment commitments that strike an optimal balance between opportunity and risk.
• Our investment process is rigorous and relies upon fundamental analysis of an individual business’s attributes and risks.
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