Bespoke Investment Solutions

Recognizing that the needs of each investor are unique, PWG creates custom multi-advisor portfolios for our clients.

The goal of our portfolio construction process is to build cohesive portfolios that both meet our clients’ needs and maximize return within a specific risk tolerance. By thoughtfully combining approved investment programs from outside managers with our own carefully-constructed proprietary strategies, we budget allocations to a variety of strategies based on their expected risk-return profiles.

For more information, please contact us.