DW Institutional is an independent consulting firm, and our only business is
retainer based institutional consulting. Our business model is designed to
maximize our clients’ investment returns.
• Clients work only with firm Principals and client loads are maintained at 15 or below.
• All of our clients will get our best ideas and in all cases, investment
managers are selected by our principals.
We partner with industry leaders such as Wilshire, and Ibbotson
Associates to bring the finest investment technology to our clients.
• Our Principals take a proactive role helping our clients take
informed, decisive action to improve the results of their investment
programs.
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