A complete list of active advisors currently associated with BWM LLC
Warmer can help you find a great advisor at BWM LLC or one who fits your needs even better.
BWM provides discretionary investment management and financial planning to high‑net‑worth individuals, trusts, and estates. Portfolios are typically built around diversified mutual funds and ETFs, with individual stocks, fixed income and options used as needed, and the firm may retain legacy positions for portfolio fit or tax reasons. The firm employs fundamental analysis and a generally long‑term orientation, working with clients to define objectives and risk tolerance and then implementing customized asset allocations. BWM monitors accounts on an ongoing basis and may rebalance, harvest gains or losses, or adjust sector and asset class weightings in response to market conditions or client needs. Notably, the firm generally does not serve non‑high‑net‑worth individual investors and instead concentrates on high‑net‑worth clients, trusts and estates; its advisor is also a licensed insurance professional who may receive separate commission‑based compensation for insurance sales, a disclosed potential conflict of interest. The brochure also discloses an institutional custodial relationship that provides technology and operational support and records a 2007 client complaint that was settled in 2008.
To learn more about the advisors currently working at BWM LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 35
|
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