Professional Investment Management
Attention to Value, Growth, and Income
An Investment Plan
Online for You
After completing our online advisor simple questionnaire about your investing experience, timeline and risk tolerance, you will receive an recommended investment plan that’s truly tailored to your goals.
Automatic Re Balancing
Keeping You On Track
To keep you in the best position to benefit from the potential growth in all the various asset classes, your portfolio is continuously monitored and automatically re-balanced so that it remains aligned with your recommended plan.
Diversified & Optimized
Your investment account will feature a diversified portfolio made of important asset classes: growth and value stocks, government and corporate bonds, and real estate all in leading Exchange Traded Funds (ETFs.)
- MWA Balanced – A portfolio designed for a long-term investor who wants long term growth but would like less volatility associated with taking on more risk. A great fit for a professional who is 10 years or more away from retirement. The portfolio is implemented with low cost Index based ETF’s.
- MWA Growth – A portfolio designed for a long-term investor who wants long term growth but would like somewhat less volatility associated with taking on more risk. A great fit for a professional who is 15 years or more away from retirement. The portfolio is implemented with low cost Index based ETF’s.
- MWA Aggressive Growth – A portfolio designed for the investor with a long term holding period and an ability to withstand periods of volatility. Implemented with Index ETF’s that track major indices, this is a low cost way to invest in a well-diversified portfolio for long term growth.
Online Wealth Management
Intuitive & Tax-Aware
You can easily transfer money in and out of your accounts with just a few clicks. Behind the scenes, our intelligent technology determines the right mix of securities to buy and sell, considering costs, tax consequences and more.
Everyday Convenience On Our Online Investment Platform
To ensure you invest regularly and benefit from the power of dollar-cost averaging, you can easily set-up recurring deposits into your account. Just set it and go.
24/7 Account Access
You’ll be able to track your investments online at your convenience 24/7. From portfolio balance and investment performance, to online money transfers and account statements, you’ll find everything you need to stay engaged with your investments.
Stay connected to your investments while you’re on the go. Check out your account information, transfer money and receive account alerts… all from the device of your choice.
Our MWA Online Advisor clients enjoy the convenience and efficiency of our online investment platform, access to professionally managed model portfolios, access to discounted financial planning, and a state of the art financial aggregation dashboard that displays daily updates to all their financial accounts no matter where they are held, all for .6% of their MWA Online Advisor assets.
If you’d like us to help now with Financial Planning or you’re interested in our Financial Dashboard please fill in and send the form on the left, then hit the Get Started link and start opening your MWA Online Advisor Accounts.