Strategic Advisory
Historic Row Houses
Museum District; Richmond, VA
Historic Row Houses
Museum District; Richmond, VA
Our Focus
From its founding in 1969, TSW has offered comprehensive asset allocation advice and diversified market exposure to individuals, families, and regional institutions. Our Strategic Advisory team strives to provide clients with personalized portfolio guidance, investment management, and client service, partnering with you to achieve your financial goals while empowering you to focus on other responsibilities.
Our clientele includes:
- High-net-worth individuals
- Families and Family Offices
- Endowments and Foundations
- Businesses and Professionals
What We Offer
As a trusted advisor, we understand each client has distinct requirements. Our goal is to exceed your expectations by consistently serving you in growing wealth and preserving capital. We review your current financial situation, establish your investment objectives based on your risk tolerance, return expectations, tax implications, liquidity requirements, and time horizon, and deliver a tailored asset allocation plan. We are here to help you navigate the evolving world of increasingly complicated investment choices by constructing portfolios using TSW’s institutional quality, value-oriented investment platform combined with select offerings of external strategies.
Historic Row Houses on Monument Ave
The Fan District; Richmond, VA
Our Defining Characteristics
We believe our defining characteristics are:
- Alignment with employee investment in TSW strategies
- Consistently applied investment process
- Depth, experience, and teamwork of investment professionals
- Diversity and sophistication of our client base and teams
- Focus on providing excellence in investment results and service
- Integrity and transparency to act in the best interest of clients
- 50+ years’ experience across asset classes and strategies
Thus, we believe TSW clients benefit from the consistency of TSW’s investment philosophy, decision-making process, and personalized client service.