Management

Management

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Using the Best of the Best Managers to Invest Your Resources with Your Strategies to Optimize Results

In order to optimize the performance of each client investment portfolio, CWI employs a rigorous screening process to ensure that client resources are only invested in the top performing funds of each asset class and management style. We research and review the performance of thousands of mutual funds and exchange-traded funds (“the managers”) on a quarterly basis. Each manager is measured against a comparable peer group of managers using total return.

  • With this research, we prepare detailed recommendations quarterly or semi-annually for each client portfolio, to encourage our clients to ‘actively manage’ the managers in their portfolios, thereby removing and replacing managers whose performances are deteriorating or have deteriorated.
  • An integral part of our management process is aggressive expense management- no distribution or transaction fees wherever possible. By saving money through our attention to expense management, our clients may re-invest those savings to produce significant wealth over time.
  • Through this process of actively ‘managing the managers’ on an ongoing basis and using only the consistent top-performers, our clients can rest assured their money is working for them in the best way possible.