Welcome to SWS Partners
SWS Partners is a registered investment advisor that focuses on using technology to deliver contemporary asset management and financial planning solutions to high net worth individuals, family offices, endowments, foundations, and other institutions.
We believe that by emphasizing the application of modern technologies, we can create broad efficiencies and deliver better outcomes to clients.
Financial Planning Platform
Customized outcome-based planning that
puts your best interests first.
We’ve Got You Covered
including cash flow, retirement, education, future goals planning.
Unlimited Access
Your personal planner will contact you three times throughout the year. You get unlimited access to your planner.
Need a Referral?
We can connect you with our network of professionals including CPA’s, Lawyers (estate, divorce, business, etc.) and Insurance.
Financial guidance with the best technology to make your financial vision a reality.
At SWS, portfolios are created by our CIO from a robust universe of the lowest cost ETFs.
We employ only the best in real time reporting technology to keep you up-to-date on your terms.
Allow us to go on further about how we can help you realize your financial future, or simply answer any questions you may have.
SWS INSIGHTS
SWS INSIGHTS
ACCOUNT ACCESSWelcome to SWS Partners
SWS Partners is a registered investment advisor that focuses on using technology to deliver contemporary asset management and financial planning solutions to high net worth individuals, family offices, endowments, foundations, and other institutions.
We believe that by emphasizing the application of modern technologies, we can create broad efficiencies and deliver better outcomes to clients.
Financial Planning Platform
Customized outcome-based planning that
puts your best interests first.
We’ve Got You Covered
Including cash flow, retirement, education, future goals planning.
Unlimited Access
Your personal planner will contact you three times throughout the year.
You get unlimited access to your planner.
Need a Referral?
We can connect you with our network of professionals including CPA’s,
Lawyers (estate, divorce, business, etc.) and Insurance.
Financial guidance with the best technology
to make your financial vision a reality.
At SWS, portfolios are created by our CIO from a robust universe of the lowest cost ETFs.
We employ only the best in real time reporting technology to keep you up-to-date on your terms.
Allow us to go on further about how we can help you realize your financial future,
or simply answer any questions you may have.
Strategic Investment Consulting
Specializing in the strategies and planning integration that the uniquely successful need to know to cope effectively with the complexity of wealth.
What You Get
We assist in vetting and due diligence for real estate, venture capital, private equity, and other private deals, or can provide help with selling a business and other unique situations.
A Place for Everything
We also offer, at no additional fee, data aggregation and reporting of all asset classes, even if they’re privately held or managed elsewhere.
Family Office Solution
We can provide a holistic family office solution with a single point of contact for all of your investment, reporting and risk management needs.
Strategic mastery for masters of success.
The ultra-affluent, family offices, and institutions have unique concerns that we are built to address. Whether that be access to private investments, complex estate and succession planning, or the sale of a business, our team of specialists can help.
Institutional Asset Management
Providing investors with an institutional approach to portfolio management, backed by in-depth analysis and research with the adaptability to capitalize on ever changing market conditions.
Institutional Foundation
We offer comprehensive rules based equity strategies managed by a rigorous investment process, overlaid with premium risk management.
Simplicity Among Chaos
In a world awash in data, we continually seek clarity and strive to reach conclusions that are empowered by our ability to define and measure information.
At Your Service
We develop custom asset allocation, investment policy statements and investment management guidelines where needed.
Combining knowledge with the best
technology to achieve your company’s goals.
We use state of the art reporting technology and risk oversight tool to provide you with a clear view into your company’s future. We’re not psychics ….we’re just very good at what we do.
Allow us to go on further about how we can help you realize your financial future, or simply answer any questions you may have.
Technology
The changing relationship between algorithms, automation, and investing cannot be dismissed, especially for sophisticated investors.
We recognize and embrace those aspects of investment management that are commodities and can, therefore, be automated, such as asset allocation, tax loss harvesting, and portfolio rebalancing. By aligning automation with our keen understanding of those aspects of our business that necessitate human relationships, empathy, and judgment, we prioritize our time for addressing our clients’ most complex questions.
Why Us?
SWS is committed to offering sophisticated solutions, utilizing specialists, innovating continuously, and leveraging technology for the sole benefit of our clients’ success.
This commitment helps us deliver contemporary solutions to high net worth individuals, family offices, endowments, foundations, and other institutions. This is a model that we believe delivers a more efficient expression of what investors should and should not pay for.
What’s Right for You
We’re proud to provide a full suite of advice, planning and investing services. But you don’t have to use it all – just what’s right for you.
Transparency
Instead of commissions, we charge one low fee. Charging a fixed fee based on our overall relationship lets us focus on making the best recommendations.
Fiduciary Duty
We’re fiduciaries, which means everything we do is required to be in your best interest – not ours.
Meet the Team
Our experienced team has the collective knowledge and insight to help you navigate through good times and bad to safely reach your goals.
Our Process
We work with you to understand your unique goals and design the right solutions to help you achieve them. And, because we know that your priorities might change over time, we’ll always be there to update and adjust your plan as we go.
Listen
Our job is to listen, ask good questions, and fully understand your priorities. We then use our combined expertise to chart the course to your destination.
Advise
After we understand your situation, our team develops a clear and comprehensive solution for you.
Follow Through
Whether we handle every element of your plan, or a trusted outside professional participates, we oversee implementation to make sure it’s done right.
Evaluate
We actively monitor your progress, make course corrections and, if your goals change, adjust for a new destination. Our job isn’t complete until your goals are a reality.
Our Clients
We seek to deliver contemporary asset management and financial planning solutions to high net worth individuals, family offices, endowments, foundations, and other institutions.
Our Fees
Our fee philosophy is simple:
we want to be as low and transparent as possible.
At SWS, our fee structure is a point of pride. In an industry where clients are often confused about what they’re paying—and what they’re getting for their money—we strive for transparency and fairness.
Contact us
Email Us
Visit Us
985 N High Street Suite 220
Columbus, OH 43201
Give Us a Ring
Let’s talk about how we can help you
Account Access | Client Portal
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
Copyright © 2020 SWS Partners | Privacy Policy | Disclosures | Client Relationship Summary
Account Access | Client Portal | Client Relationship Summary
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
Copyright © 2020 SWS Partners | Privacy Policy | Disclosures | Client Relationship Summary
