We manage our client’s assets with a “cookie jar money” mindset.
RSW’s investment strategies aren’t built for excitement, but instead are designed to maximize after-tax total rate of return by employing a methodical and disciplined approach.
Furthermore, it is our mandate that superior investment results be built upon a foundation of prudent risk management, unwavering integrity, and dedicated client service.
RSW embraces the concept of enhancing wealth by emphasizing three key investment disciplines:
- Proactive Credit Research
- Optimal Portfolio Positioning
- Dynamic Risk Management
Simply put, the goal of RSW’s unique approach is to capture higher and more stable total rates of return, without lowering our stringent credit quality standards.
PROACTIVE CREDIT RESEARCH
OPTIMAL PORTFOLIO POSITIONING
DYNAMIC RISK MANAGEMENT
In the world of fixed income, rising interest rates are generally no cause for celebration. At RSW, we convert this difficult situation in to an opportunity by employing strategies to enhance tax-exempt cash flow, yield, and the “harvesting” of capital losses.
At precisely the time when the investor has the greatest need for professional input, many of our competitors are way too busy contemplating their next move to be available for client consultation. We, on the other hand, confident that our system is both reliable and dependable, especially during challenging market environments, recognize that our true value lies in direct communication with our clients.