Investments

At a time when complex financial products have become an industry norm, MWR and its investment professionals have chosen to pursue a more traditional approach to addressing our clients’ investment and financial needs.  An independent Northwest-based firm, we adhere to the fundamental philosophy of analyzing and evaluating  equity and fixed income investments,  building portfolios that complement our clients’ needs and objectives through diverse economic environments, and providing transparency in our relationships. 

In accordance with our mission, we provide customized investment advice and long term portfolio management.  Our financial advisors offer a spectrum of account management and services, from traditional commissioned brokerage involving direct input of clients in all investment decisions, to full discretionary investment advisory management. 

We count on both our internal research and bond trading departments to provide additional depth in building our clients' investment portfolios.  

We work closely with our clients’ other advisors, whenever necessary, in order to cultivate broader and more thoughtful oversight. We are also able to incorporate clients’ outside assets in our analyses for purposes of understanding the greater context of their investments.  As clients’ needs evolve over time, we can provide more extensive long-term financial planning services.