About

We currently manage assets totaling over $175,000,000 and are registered with the Securities and Exchange Commission (SEC).

MWM is a fee-based asset manager, meaning we bill on the value of assets under management; we do not receive commissions, nor do we sell products or participate in wrap fee programs.

We are required to custody your money with a third party which is in your best interest. Currently we use UBS Financial Services, Charles Schwab, and Fidelity Investments. These custodians may charge commissions or transaction fees; however, we have negotiated favorable rates for our clients. Since our investment philosophy is a long term buy and hold approach, brokerage commissions are not a meaningful expense.

We are long term investors and are interested in prompt executions. We believe successful investing, over time, involves attention to business cycles, price, and active asset allocation.