DW Investment Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DW Investment Solutions, Inc. works with individual and high‑net‑worth clients as well as trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and financial planning. The firm prepares individualized Investment Policy Statements and offers financial planning engagements on a fixed or hourly basis to implement those plans.
The firm’s investment approach combines fundamental and technical analysis and employs both long‑term and short‑term trading strategies, constructing portfolios from mutual funds, equities, bonds, ETFs, REITs, annuities, and government securities. DWIS generally operates under written discretionary authority, documents client risk tolerance in each IPS, and conducts at least quarterly reviews of client accounts.
Noteworthy operational features include a two‑advisor team managing about $111 million for roughly 159 clients and a policy that requires clients to custody assets at one of two recommended custodians (TIAA‑CREF or Altruist) rather than permitting client‑directed broker selection. The brochure also discloses receipt of discounted research services (soft‑dollar benefits) and explains that fee‑withdrawal procedures can result in the adviser being “deemed” to have custody—arrangements that differ from many peers.
Client services
Expertise
Fee options
TIAA-CREF fee schedule: $600 up to $300,000; $900 for $300,001 - $500,000; $1,200 for $500,001 - $1,000,000; $1,500 for $1,000,001 - $1,500,000; $1,800 for $1,500,001 - $2,000,000; $2,100 for balance of assets
$0 - $250,000: 1.50% $250,001 - $500,000: 1.20% $500,001 - $1,000,000: 0.85% $1,000,001 - $500,000: 0.55%
$200 per hour for financial planning services
Account minimum: $30,000 for TIAA CREF accounts; No minimum for accounts held at Altruist Financial LLC Minimum fee: $600 per year for TIAA CREF Plans (minimum fee for investment supervisory services) Fee-only: Financial planning fees charged hourly at $200 per hour
Main office
Spokane Valley WA
Advisors at this office
2
Most active in
Louisiana · Texas · Washington
Also doing business as
Dw Investment Solutions, Inc. · Name1026
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christie R
Series 65
Spokane Valley, WA
DW Investment Solutions, Inc.
Christie Rooney is a financial advisor at DW Investment Solutions, Inc. in Spokane Valley, WA, holding a Series 65 credential with four years of industry experience. She has been with DW Investment Solutions since 2020. DW Investment Solutions serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $106 million across about 117 client relationships. The firm offers discretionary investment supervisory services and financial planning, using both fundamental and technical analysis with a variety of investment strategies and products.
Linda W
Series 65
Spokane Valley, WA
DW Investment Solutions, Inc.
Linda Walker is a Series 65-credentialed financial advisor with 19 years of industry experience. She has been with DW Investment Solutions, Inc. since 2009. DW Investment Solutions serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, managing approximately $106 million across about 117 client relationships. The firm provides discretionary investment supervisory services and financial planning, employing both fundamental and technical analysis with a range of investment products and maintaining quarterly account reviews.
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