Sophisticated advisors and their clients require separately managed accounts. Investors benefit from increased customization, tax efficiency, transparency, and decreased prices. And these qualities enhance investment professionals’ ability to generate positive performance and market their services.

DWM Financial was organized to provide comprehensive managed account services to direct clients of the DWM Investment Group—a consortium of wealth management and institutional investment consulting specialists. DWMF’s experienced investment team maintains exceptional relationships with a wide variety of asset managers, from Wall Street standbys to emerging boutiques about which our clients are proud to boast on the golf course. We employ an experienced service staff, all of whom have worked directly with managed account clients and understand the unique requirements placed upon the sophisticated advisor. Our consulting team has trained hundreds of investment firm managers and representatives to successfully market and utilize managed account services. And we maintain a flexible, open architecture infrastructure, which allows for extensive platform customization and an end-client price structure competitive with those of the industry’s largest banks and brokerage firms.