• SWCM has no incentive to trade. Your account turnover will be low, which reduces both your transaction costs and capital gains taxes.
  
  
• SWCM has varied account minimums, and can tailor each portfolio specifically toward your goals.
  
  
• Our stock, fixed income and mutual fund selection is dedicated to delivering a high quality of holdings.
  
  
• You own the individual securities in your account. The amount invested in each is determined by the total value of your investments, the number of securities in the account and the diversification of the account.
  
  
  
• An individually managed account gives the client command and control of the account at all times. Though the portfolio manager has the ability to make securities trades for the account, the client has the final decision making authority
  
  
• As an SWCM client you will be able to talk directly with your portfolio manager, and discuss all relevant changes in your personal and financial situation.
  
  
• Your portfolio will be tailored to your Investment Policy Statement, and will be compared both quarterly and annually to performance benchmarks.
  
  
• We manage both discretionary and non-discretionary accounts.
  
  
  
• A long-term relationship with your portfolio manager is the key to personalized investment management. Your portfolio manager will keep watch over your investments to track progress, keep you informed of important developments and help determine when to modify your portfolio.