BRIDGING YOUR GOALS WITH OUR RESOURCES

Responsible for approximately $2 billion in assets, RSW Investments specializes in the professional management of separate account municipal bond portfolios for individual investors, and may also provide investment advice to trusts, estates, charitable organizations, and other corporations or business entities.

MANAGEMENT PHILOSOPHY

Active portfolio strategies designed to enhance and protect wealth.

TAX EFFICIENT STRATEGIES

At RSW Investments, tax efficiency doesn't stop with tax-exempt bonds.

OUR CLIENTS ARE OUR PARTNERS

Proactive and consistent communication with direct access to the management team.