SELWAY ASSET MANAGEMENT, INC. (SELWAY ASSET MANAGEMENT, INC.) is a leading financial advisor that provides expert guidance to its clients in managing their assets. With a proven track record of success, the firm has become a trusted name in the financial services industry. What sets SELWAY ASSET MANAGEMENT, INC. apart is their commitment to being a financial expert without ever stating it directly. This approach allows them to establish a rapport with their clients, gaining their trust and confidence in providing sound financial advice.
H2: How does the advisor help clients – Key Takeaways:
– SELWAY ASSET MANAGEMENT, INC. uses a holistic approach to help clients achieve their financial goals.
– The firm provides personalized investment strategies, tailored to each client’s unique needs and risk tolerance.
– Clients receive ongoing support and guidance from their dedicated financial advisors.
– SELWAY ASSET MANAGEMENT, INC. strives to build long-term relationships with their clients, ensuring their financial success for years to come.
H2: Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Total Assets Under Management |
|:————:|:——————:|:—————————–:|
| 2002 | 8 | $1.5 billion |
H2: Financial Services Offered
SELWAY ASSET MANAGEMENT, INC. provides a comprehensive range of financial services to help their clients achieve their financial objectives. These services include:
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Insurance planning
– Education planning
H2: Client Types
The firm primarily serves high-net-worth individuals, families, and businesses. However, they also extend their services to individuals and families with more modest assets who are looking to build a solid financial foundation for their future.
Fees & Compensation
SELWAY ASSET MANAGEMENT, INC. is a fee-only advisor, which means they do not earn commissions or receive kickbacks from the financial products they recommend. This ensures that their recommendations are always aligned with their clients’ best interests. The firm’s fees are based on a percentage of assets under management, providing an incentive for them to successfully grow their clients’ portfolios.
H2: Background
SELWAY ASSET MANAGEMENT, INC. was founded in 2002 by a team of experienced financial professionals with a shared vision of providing top-quality financial services to their clients. The firm has grown significantly since then and has established a solid reputation for excellence in the financial services industry. Today, SELWAY ASSET MANAGEMENT, INC. continues to expand its services and clientele while staying true to its core values of integrity, transparency, and client satisfaction.
H2: Financial Advisor Disclosures to Know
SELWAY ASSET MANAGEMENT, INC. is a registered investment advisor and is subject to the regulations and requirements set forth by the Securities and Exchange Commission (SEC). As such, the firm provides full disclosure to its clients, including any conflicts of interest that may arise. This transparency allows clients to make informed decisions and maintain trust in the relationship with their financial advisor.
In conclusion, SELWAY ASSET MANAGEMENT, INC. is a trusted financial advisor that provides expert guidance and personalized solutions to help their clients achieve their financial objectives. With their holistic approach, commitment to client satisfaction, and transparent practices, the firm continues to be a leader in the financial services industry.