“Money won't create success, the freedom to make it will.”
SWCM’s equity approach is to purchase undervalued stocks that are trading at low multiples of earnings, sales, book value and/or cash flow. By purchasing the equity in undervalued companies and owning it over the long term we can provide a return better then the markets averages. SWCM’s focus is to find value in sectors where there is above average earnings potential. We do not limit ourselves to a specific market capitalization and make investment across all market sectors. The Portfolio Manager will constantly and actively review the portfolio for optimal investment strategy and may at times use hedging devices to reduce downside risk. When the valuation parameters change, the advisor may shift the portfolio into different markets and/or securities. Technical analysis plays an important role in how and when we make the purchase or sale. SWCM has varied account minimums, and tailors each portfolio toward your goals.