A complete list of active advisors currently associated with RWR Investments LLC

Warmer can help you find a great advisor at RWR Investments LLC or one who fits your needs even better.

RWR Investments provides bespoke full‑service asset management, outsourced chief investment officer (OCIO) services, and modular family office support, including portfolio construction, reporting, and coordination of outside professionals. Its clients are primarily family offices, high‑ and ultra‑high‑net‑worth individuals, trusts, corporate entities and pooled investment vehicles, and the firm manages about $170.9 million for eight managed account clients. The firm combines bottom‑up fundamental research for public equities and fixed income with strategic allocations to alternative investments such as real estate, private equity, credit and hedge funds, and it routinely selects third‑party managers where specialist expertise is needed. RWR manages assets through separately managed accounts, offers sub‑advisory arrangements to other advisers, and tailors portfolios and client‑imposed restrictions to each client’s objectives and liquidity needs. Notably, RWR serves as sponsor/manager of at least one private fund (RWR Crescent Cove, LLC) and may sponsor additional pooled vehicles, a role that is uncommon among peers. The firm also engages with underlying managers that charge performance‑based fees — arrangements that can result in shared or supplemental performance compensation to RWR — and discloses and evaluates these structures when recommending allocations.

To learn more about the advisors currently working at RWR Investments 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.