Our Philosophy

At KWA Investments, every client engagement follows a disciplined, four-phase approach. First, we listen, understanding your goals, risk tolerance, and life events. Next, we craft a tailored financial plan that serves as your roadmap.

  • Provide peace of mind to our clients
  • Fewer clients so we can provide individualized attention
  • Focus on client needs and not business development
  • Actively manage portfolios with a risk management mindset
  • Create value using options in portfolios
  • Continuous rebalancing to manage risk
  • Client communication via blogs and letters
  • Passion for the investment industry
  • Bring a competitive mindset to the investment profession
  • Former division one tennis player
  • Bring the same competitive nature and perfectionism to portfolio management

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