New Orleans, LA Office

CWA Asset Management Group provides investment advisory and financial planning services to a broad client base that includes individual and high‑net‑worth clients, family offices, trusts, foundations, pension plans and other institutional investors. The firm offers discretionary and non‑discretionary portfolio management through separately managed accounts, financial and family office planning, retirement plan fiduciary services, and facilitates insurance product transactions through affiliated insurance entities.

CWA structures portfolios around in‑house research and proprietary Models, offering both active and quantitative strategies that incorporate externally licensed multi‑factor stock selection models and the selective use of artificial intelligence in research and review. Portfolios are generally globally diversified and may employ techniques such as short selling, margin, tax‑aware strategies, and the use of third‑party sub‑advisers depending on client objectives and constraints.

Distinctive features disclosed in the Brochure include CWA’s role as sponsor and adviser to multiple private funds (with incentive or performance‑based allocations paid to the manager and certain management persons) and fee‑sharing arrangements with a third‑party manager that was formerly affiliated with the firm. The firm also maintains several affiliated insurance and insurance brokerage entities that receive commissions or overrides, has operational arrangements with custodians (including a short‑interest rebate arrangement and custodian‑provided technology and service benefits), and recently acquired a separate advisory business with a technology license arrangement—each of which the Brochure identifies as potential conflicts of interest that are disclosed to clients.