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, with approximately $442.6 million in assets under management and a five‑person advisory team, provides discretionary investment management, financial planning, OCIO and multi‑family office services to individuals (including high‑net‑worth clients), family offices, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm also offers an exclusive wrap‑fee wealth management program, third‑party model licensing, marketplace SMA programs and consulting engagements. Investment decisions blend passive asset‑class exposures where SWS believes it has no material edge with fundamental, research‑driven active selection where it seeks to exploit mispricings; portfolios are generally long‑term with tactical rebalancing as needed and are monitored and reported via Addepar and/or Envestnet. SWS typically manages accounts on a discretionary basis, accommodates reasonable client‑imposed restrictions, and licenses proprietary model portfolios to other advisers and platforms. SWS is notable among similarly sized team firms for its role in pooled investment vehicles: an affiliated entity serves as investment manager/general partner or sponsor to private funds, and the firm may recommend those pooled vehicles to suitable clients and receive profit allocations (carried interest) in certain funds. It also functions as a wrap‑fee program sponsor, provides real‑time performance reporting and advertises performance results, and offers access to direct alternative investments (e.g., private equity, real estate) through its multi‑family office and OCIO capabilities.
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.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 4
| |
Columbus, OH
| 18
| |
Columbus, OH
| 17
| |
Columbus, OH
| 24
| |
Columbus, OH
| 4
|
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