A complete list of active advisors currently associated with SW Advisors, LLC

Warmer can help you find a great advisor at SW Advisors, LLC or one who fits your needs even better.

SW Advisors, LLC provides discretionary portfolio management to individuals, high‑net‑worth clients, corporations, charities and institutions, and also offers customized execution and trade placement services for institutional accounts. The firm manages approximately $16 million across about 63 client accounts. The firm constructs individualized portfolios from model strategies and applies a technical‑analysis‑driven approach, actively monitoring and rebalancing accounts while permitting client‑imposed investment restrictions. Portfolios may include mutual funds, ETFs (including leveraged and inverse funds), stocks, bonds and options, and the adviser executes trades on clients’ behalf under discretionary authority. Compared with typical solo independent advisers, SW Advisors is notable for offering institutional portfolio execution and a value‑add, trade‑execution fee arrangement tied to benchmark comparisons, and it provides transaction‑cost analysis reporting for institutional clients. That combination of institutional execution services with a technical‑analysis investment approach and use of leveraged/inverse products is uncommon among firms of its size.

To learn more about the advisors currently working at SW Advisors, 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
Scott Wloszek	Royal Oak, MI	6

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