Investment Management Investment Process SWM recognizes that every client's financial needs are unique, so we approach each investment situation as such. Before making recommendations, we take the time to thoroughly understand your long-term goals and tolerance for risk. Learn more Custody of your Assets As an independent investment advisor, we believe it is equally important for our clients to utilize an independent custodian. Learn more Client Communication SWM isn't here to waste anyone's time. We advise clients with the exact financial solutions they need and those solutions only—nothing more, nothing less. Learn more Have a Question? Name Email Phone Question Thank you! Oops!