Mission Statement
Our nature is to nurture our client’s long term goals
Consolidated Buy Side Trading Desk
Today’s markets are dynamic and changing faster than ever. SWA is an agile, trading-focused 3rd party seeking to take the weight of an SEC compliant trading desk off your hands. With SWA as an extension of your investment team, you can rest easy knowing that your executions are being regularly and rigorously reviewed. Whether you’re a few million is assets or several billion, SWA provides added value to the final mile of a investment decision – optimizing your interaction with the market. We help can design Best Execution practices, analyze Transaction Cost Analysis, and implement a Broker Committee with you firm. You worry about the investment decisions, we’ll take care of your executions – efficiently and discretely.
RIA Coaching
SW Advisors’ experience is built on a history of small investment firm’s growth. Over the course of 7 years Scott founded and grew the trading desk as the firm grew from $175M to $4B+ AUM. SWA knows the many obstacles a RIA faces entering and growing in the institutional space. SWA has the solutions to assist you in fully realizing your growth plan. By partnering with SWA, you can move forward with purpose.
Wealth management
With 10+ years of industry experience, SWA knows the rigors required of active investment management. SWA offers a simple, transparent, fee-only solution for your investment needs. We seek to keep our clients fully informed of our fees and trading costs, avoiding any hidden fees of various investment vehicles. SWA deploys an asset allocation for each client individually, adjusting their specific financial situation, goals, and risk tolerance.
Michigan based, Michigan benefits
Today’s professional investment world is no longer concentrated in the major metropolitan cities. A core belief of SWA’s efforts is that the stronger the financial industry in the Mitten, the better for all our inhabitants. As technology allows for Michigan to be competitive in the global financial marketplace, we are quite happy to have roots where there are four seasons and a Midwest courtesy.
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