A complete list of active advisors currently associated with BWS Investment Management, LLC
Warmer can help you find a great advisor at BWS Investment Management, LLC or one who fits your needs even better.
BWS Investment Management provides financial planning and investment advisory services to individuals, high‑net‑worth individuals, and small businesses, and it recommends pre‑screened third‑party investment managers to implement client portfolios. The firm also offers business consultation services and serves as a limited ERISA §3(21) plan fiduciary for employer-sponsored retirement plans. The firm’s process emphasizes a customized financial plan followed by manager selection and oversight: BWS conducts due diligence on third‑party managers, reviews performance and compliance, and communicates with those managers on behalf of clients. BWS does not execute client trades itself; third‑party managers typically assume discretionary trading authority while the firm provides ongoing review and client reporting. Noteworthy aspects include principals who hold a CPA credential and an affiliated insurance agency while explicitly noting the CPA is not associated with an independent accounting firm, and the firm’s offering of periodic complimentary educational workshops. Compared with many peers, BWS’s combination of selecting other advisers, acting in a limited fiduciary role for retirement plans, and serving a mix of non‑HNW individuals, HNW clients, and corporate plan clients is relatively uncommon for an investment manager that relies on third‑party managers.
To learn more about the advisors currently working at BWS Investment Management, 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 |
|---|---|---|
Houston, TX
| 5
| |
Houston, TX
| 8
|
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