A complete list of active advisors currently associated with CWC Advisors, LLC

Warmer can help you find a great advisor at CWC Advisors, LLC or one who fits your needs even better.

CWC Advisors LLC provides discretionary investment management and financial planning to high‑net‑worth individuals, IRA rollovers, trusts, estates, charitable organizations and certain pooled investment vehicles; the firm reports about $445 million in assets under management and roughly $838 million in assets under advisement. Its services include portfolio management using ETFs and mutual funds, selection and oversight of third‑party managers, and advice on held‑away products such as variable life insurance, annuities and employer‑sponsored plans. The firm follows a value‑oriented, contrarian equity strategy built around screening, in‑depth fundamental analysis and investment‑committee review, applying sell targets and risk limits (including a roughly 50% appreciation target for purchases and predefined sell rules for declines). Portfolios are generally allocated across large cap, small cap, international and fixed‑income ETFs and mutual funds, with continuous monitoring and periodic rebalancing and the option to engage third‑party managers for portions of client assets. CWC is atypical among peer team firms in its involvement with private pooled vehicles and fund management: it has an ownership interest in entities tied to The Alera Bridge Fund (which invests in 6–36 month real‑estate collateralized bridge loans), acts as a private fund adviser and serves as a sub‑adviser while retaining a marketing consultant relationship with E2P. The firm discloses proprietary interests in related fund entities, is deemed to have custody of the Alera Bridge Fund with audited financial statements provided to investors, and focuses its client base on HNW and institutional relationships rather than lower‑net‑worth retail clients.

To learn more about the advisors currently working at CWC Advisors, 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.