A complete list of active advisors currently associated with DW Investment Solutions, Inc.

Warmer can help you find a great advisor at DW Investment Solutions, Inc. or one who fits your needs even better.

DW Investment Solutions, Inc. provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm reports approximately $111.4 million in assets under management across 159 client accounts and prepares an Investment Policy Statement for each client to document goals and risk tolerance. DWIS combines fundamental and technical analysis and employs both long‑term and short‑term trading strategies while generally focusing on mutual funds, equities, fixed income, ETFs, REITs, annuities, and government securities. The firm seeks written discretionary authority to implement client plans, monitors accounts at least quarterly, and conducts non‑periodic reviews when material events occur. Distinctive operational features include in‑house management of all client assets (the firm does not engage third‑party managers) and a requirement that clients use its recommended custodians (Altruist Financial LLC or TIAA‑CREF), which the firm notes may limit client direction of brokerage. DWIS also receives discounted research from custodians (e.g., Morningstar), uses fee‑withdrawal practices that can create “deemed” custody under regulatory rules, and does not accept proxy‑voting authority for client securities.

To learn more about the advisors currently working at DW Investment Solutions, Inc., 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.