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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.