SWS Partners LLC is a modern investment advisory firm based in Columbus, OH, specializing in individual wealth management and institutional asset management. They offer personalized and collaborative financial planning services to uniquely wealthy individuals, crafting individually managed tactical portfolios using ETFs, private equity, and individual equities. With a focus on transparent reporting and collaborative advising, SWS Partners aims to help clients make informed decisions for their wealth.
For institutional clients, including endowments, family offices, pensions, and foundations, SWS Partners provides a rigorous investment process overlaid with institutional-grade premium risk management. Their investment philosophy revolves around capturing profitable market share in public equity by harnessing insights from data, while their portfolio construction and risk management strategies aim to maximize repeatability across various market backdrops. With a team equipped to navigate market movements, SWS Partners is committed to helping clients achieve their financial goals.
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