A complete list of active advisors currently associated with MWS Capital Consultants LLC
Warmer can help you find a great advisor at MWS Capital Consultants LLC or one who fits your needs even better.
MWS Capital Consultants LLC is an SEC‑registered advisory firm that manages approximately $194 million for about 124 client accounts and operates with three advisors. The firm provides tailored wealth management, including discretionary and non‑discretionary portfolio management, comprehensive financial planning delivered through the eMoney platform, and services for individuals, high‑net‑worth clients, trusts, and corporate retirement plans. The firm’s stated investment approach is a Classic Portfolio Management strategy that emphasizes long‑term, “held for investment” ownership of common stocks, bonds, notes and funds, supplemented by fundamental, technical, charting and cyclical analysis; it does not employ automated, quantitative, or algorithmic strategies. Portfolios may be actively managed when conditions warrant, are diversified across equities, fixed income and funds (including private investment funds), and clients may impose reasonable investment restrictions. The brochure includes performance presentations and references to corporate rating services as research inputs, and the firm discloses that it advertises third‑party ratings — a practice that is uncommon among peer firms. MWS Capital also clearly discloses its custody and fund‑selection practices (including primary custody with Fidelity and a preference for actively managed funds) and emphasizes advisor‑directed decision making rather than systematic models, which shapes its client reporting and engagement.
To learn more about the advisors currently working at MWS Capital Consultants 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.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 5
| |
Chicago, IL
| 22
| |
Chicago, IL
| 0
|
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