Our Services

CWP provides discretionary Investment Management Services (IMS) to clients that prefer to have their portfolio monitored on a consistent basis. This is our process:

  1. Your financial representative will perform an initial analysis of your financial circumstances, investments, goals and restrictions.
  2. Based on the feedback, your financial representative will recommend an investment strategy that aligns with your goals and objectives.
  3. You will make the final decision on your investment strategy.
  4. Once the investment strategy and funds have been received, CWP will exercise its discretionary trading authority. This means that, CWP representatives have the authority to purchase and sell securities of their choice, matching the suitable interest of the client.
  5. Accounts will be monitored, traded regularly, reported on monthly, and rebalanced quarterly

 

Investment products utilized by CWP:

  1. Individual stocks
  2. Individual bonds
  3. Mutual Funds
  4. Exchange-Traded Funds
  5. Government-Issued Securities

 

Accounts that CWP can manage:

  1. Individual Retirement Accounts (IRAs)
  2. Roth Individual Retirement Accounts (Roths)
  3. Individual brokerage accounts
  4. Transfer On Death (TOD)
  5. Joint brokerage accounts
  6. Revocable and Irrevocable Trust
  7. 401(k), 403(b), 457, and other retirement plans
  8. Annuities/Life Insurance