The HWM Select Portfolios are a group of investments carefully chosen based on your goals, expectations and risk tolerance. Your individual portfolio is comprised of investments that have been researched and selected by HWM’s Investment Committee. The Committee looks for funds with low correlation with major market indexes, low volatility, reasonable losing periods (drawdowns) and attractive historical returns. They also look for investments that use active management strategies that seek to enhance returns while at the same time managing the risks of being in the market.
Your Investment Consultant will design a portfolio to help you meet your needs and goals, and monitor it on an ongoing basis, making adjustments as markets change, or your financial situation changes. You can monitor the progress of your investment plan by the most important metric – RESULTS!
The minimum investment for a Select Portfolios account is $50,000. Accounts are held at TD Ameritrade, which has online access to client accounts.