A complete list of active advisors currently associated with CWS Asset Management

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

The firm provides investment advisory and planning services to individuals as well as businesses, estates and trusts, delivering portfolio management, retirement and college-savings guidance and assistance with employer-sponsored plans. Services are offered on an asset-based fee basis or on an hourly/ad-hoc basis, and the firm works with accounts held at major discount custodians. The firm follows a passive, index-based, buy-and-hold approach that emphasizes low-cost mutual funds and ETFs, broad asset allocation informed by Modern Portfolio Theory, and periodic rebalancing rather than individual-stock selection or market timing. It does not use performance-based fees and generally avoids active trading. Noteworthy characteristics include its very small scale as a single-advisor practice with a limited client roster and roughly $5 million in assets under advisement, and that the principal maintains a separate long‑standing full-time role as an economics instructor, which the brochure notes occupies substantial weekly hours during the academic year. The firm is fee-only (no commissions), typically requires clients to custody accounts at major custodians and defers proxy voting to fund boards, and offers both ongoing management and lower-cost hourly or annual financial-planning options.

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