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

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

Rewey Asset Management provides discretionary investment advice and portfolio management to individuals (including high-net-worth clients), trusts, and estates, and also offers financial planning and retirement-account fiduciary services. Like many independent advisers, it delivers portfolio management for individuals and charges fees based on a percentage of assets under management. The firm manages client portfolios primarily through allocations to individual equities and fixed-income instruments and employs tactical, strategic, and buy-and-hold approaches informed by fundamental, technical, cyclical, and quantitative analysis. All investment decisions are made in-house under discretionary authority, accounts are reviewed at least annually, and clients open custodial accounts with a major custodian (clients are instructed to open accounts at Fidelity). What is distinctive about the firm is its relatively concentrated asset base — managing roughly $75.6 million across a small number of client accounts (about 25), which implies larger average account sizes and a client mix that includes trusts and high-net-worth relationships. The brochure also discloses a specialized Life Sciences Program that invests in early-stage and recently public life sciences companies and the practice of preparing written investment policy statements for foundations, endowments, guardianships, and nonprofits, features that are less common for firms of this size.

To learn more about the advisors currently working at Rewey 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.