We offer a breadth and depth of services that together help individuals, families, and institutions more effectively consolidate, comprehend, and constructively manage their financial interests.
We strive to meet with our clients as often as their schedule allows. At these meetings, we provide clients with their reviews, as well as look ahead to and plan for the future. reviews clearly and concisely summarize the holdings performance for our clients. We aim to make our performance summaries as easy to understand as possible. The reports also include written summaries, which discuss key events, asset allocation changes, and new strategic plans.
When appropriate and with qualifications, we can introduce you to various alternative asset managers around the world. These relationships allow us to provide our clients with effective vehicles through which to achieve the alternative asset allocation in their portfolio.
Our research team establishes a unique set of asset allocation models, centered on our core investment belief of capital preservation. We take a conservative approach to the markets. We also work with a broad team of carefully selected and talented partners, who help complement our analytical capabilities in select areas. We look for partners that have a proven track record of success, as well as a commitment to integrity and values that are consistent with our very own.
With our size and scope, we have access for our clients to the Custodian Services of firms from around the world. While DWM Advisors, LLC works most closely with a set of preferred custodians, we ensure that each of our clients has the opportunity to choose the right custodian for their particular needs.
Our advisors work with your other professionals (CPAs, Attorneys, etc) to show you a complete snapshot of your financial life. Over 30 years in the financial industry, we have developed a strong network of professionals in the event you require assistance.
We have long made it a mission of ours to focus on consistent quality contact with our families and other relationships. Through this concerted attention, we are able to stay abreast of our clients' goals, worries, hopes, and concerns.
We understand that for families to ensure the inter-generational preservation of their wealth and charitable giving efforts, it is vital for families to communicate openly and effectively across all members involved. We help facilitate this important dialogue where needed through the arranging and leading of educational retreats.
With three North Carolina offices, we are strategically located next to, and have relationships with, a broad network of professionals. We work with clients to help find optimal, appropriate legal, tax and healthcare professionals.
We advise families on how best to ensure the long-term preservation of their philanthropic goals. We try to encourage our families towards a model of social entrepreneurship for their giving efforts. We believe that the lessons and best practices of the private sector can be used effectively to spark profound social change in the public sector.
We realize that in our role as family wealth advisors, we are so much more than a mere financial advisor. We work hard to help our families access the professional advice and resources they need to resolve important family issues that may be impeding the healthy management of their financial interests.
We work closely with our families to manage, restructure, and create private foundations. We focus on developing for our families the most efficient giving strategy possible, so as to ensure the long-term viability and health of their philanthropic mission.
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