A complete list of active advisors currently associated with SWS Partners, LLC

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

SWS Partners provides personalized financial planning, investment management, and consulting to individuals (including high-net-worth clients), multi-family offices, pension and profit-sharing plans, trusts, charitable organizations, small businesses, and institutional clients. The firm offers wealth management through an exclusive wrap-fee program, separately managed stock portfolios, OCIO services, third‑party model licensing, and bespoke consulting engagements. The firm’s investment approach emphasizes passive asset-class exposures where SWS believes it lacks a material fundamental edge and seeks to exploit inefficiencies where it believes it has an edge, using fundamental analysis as its primary research method. Portfolios are generally managed on a discretionary, long‑term basis (with tactical or shorter-term trades as needed), include defined strategies such as SWS Growth Equity and SWS Dividend Equity, and incorporate alternative investments and real‑time performance reporting via Addepar and/or Envestnet to align with client objectives and risk tolerances. What is distinctive about SWS is its integration with an affiliate, SWS Alternative Manager, LLC, which serves as investment manager, general partner, or sponsor to private funds and means the firm both recommends and sponsors pooled investment vehicles; affiliated private funds may pay profit allocations (carried interest). SWS combines that fund-sponsoring role with wrap-fee program sponsorship, portfolio management for pooled vehicles, and distribution of proprietary models through custodian marketplaces — a set of activities that is less common among team-sized advisory firms.

To learn more about the advisors currently working at SWS Partners, 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.