The DWM Investment Group boasts long and varied financial services management experience. Our professionals have held senior posts at a wide variety of firms including Dean Witter Reynolds, Fund Evaluation Group, and Bernstein and Company. And each understands the peculiar challenges associated with establishing a successful, independent investment business. DWM Financial draws on this wealth of knowledge and a deep understanding of the managed account business to help build financial service firms.

In particular, DWM Financial provides support to investment firms interested in installing improving the performance of pre-existing investment management wrap platforms. Our expertise ranges from internal and external program marketing and platform administration and operations to investment management research and analysis.