Money Management


“The four most dangerous words in investing are: ‘this time it’s different.'” – Sir John Templeton

Our core passion has always been hands-on portfolio design and management. Having the freedom to select from the full universe of investment vehicles and focusing on the groundbreaking research of others to guide our own current efforts in identifying appropriate instruments to develop globally diversified portfolios allows CMW to tailor every account for each client.

Some of the questions these services address are:

  • What should we look for in an investment strategy?
  • How can we be confident in our investment strategy?
  • How do we know if our approach will succeed?
  • Do we have a strategy that will change with our circumstances?
  • How often do we need to review our strategy?

For more on our investment philosophy Click Here

Peace of Mind