A complete list of active advisors currently associated with CWA Asset Management Group

Warmer can help you find a great advisor at CWA Asset Management Group or one who fits your needs even better.

CWA Asset Management Group is a multi-team registered investment adviser that serves individuals, high‑net‑worth families, trusts, foundations, pension and profit‑sharing plans, and other institutional clients. Services include discretionary and non‑discretionary portfolio management, financial planning, family office services, retirement plan services, donor‑advised fund management, and access to insurance products through affiliated insurance businesses. The firm’s investment process is driven by an in‑house research team that constructs proprietary model portfolios—both active fundamental strategies and quantitative multi‑factor (MFSSM) strategies—and documents client objectives in an Investment Policy Statement to tailor allocations. CWA emphasizes global diversification, uses tax‑aware strategies (including a dedicated tax‑harvesting offering), may employ short sales and margin where appropriate, engages third‑party sub‑advisers for certain mandates, and discloses use of advanced technologies such as AI to assist in research and review. Noteworthy disclosures in the Brochure include that CWA sponsors and advises private pooled investment vehicles and receives performance‑based allocations for those funds, and that certain associated persons receive compensation tied to a third‑party manager that acquired a formerly affiliated sub‑adviser—arrangements the firm identifies as conflicts of interest and addresses in its policies. The firm’s combination of private‑fund sponsorship, affiliated insurance activities (including a disclosed payout arrangement tied to an insurance services provider), and custodial/referral programs with large custodians (including a short‑interest rebate arrangement) distinguishes its operating model from many peers.

To learn more about the advisors currently working at CWA Asset Management Group, 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.