WHAT MAKES US DIFFERENT?
A Fiduciary Standard of Care
We provide a fiduciary standard of care in which we look to minimize opportunities for conflicts of interest. We sell no products, collect no commissions and receive no financial benefit of any kind from any other financial service provider. We are free to steer you toward products and services that best meet your needs, not just those that carry big up-front sales loads or hidden internal fees.
Our Investment Strategy
GWA is a proponent of the factor based investment strategy developed by Nobel laureates Eugene Fama and Kenneth French and championed by the investment firm Dimensional Fund Advisors. We are enamored with this strategy because: a) over time, it consistently delivers market beating results, b) it is executed in a manner that keeps costs extremely low, and c) it is based on sound academic research. At its core, the factor based strategy skews equity portfolios along three dimensions: a) small cap stocks, b) value stocks, and c) stocks that demonstrate persistence in profitability.
Low, Fixed Fees
We think you will find our fee structure very competitive. Our standard investment advisory fees are fixed and typically run between $500 and $1,000 per quarter. Why pay more? Why pay fees based on a percentage of assets under management just because that's the standard model in the industry? For those not interested in ongoing investment advisory services, ad hoc financial consulting services are also available for a one-time fee.