Is an SEC-registered investment advisor located in Durango, Colorado. Through its client focused, customized approach, MWM is committed to providing independent, well-researched, objective advice, and investment professionalism. At MWM, our client commitment is to preserve capital, manage risk, and grow your assets in an ever-changing global environment.
We share with our clients a worldview that recognizes possible future global and economic events, that could create significant impacts in our clients’ personal finances. Our investment philosophy is based upon sound, time-tested values and investment strategies, and is able to adapt to changing global markets, long-term cycles and trends, current social issues, along with your own lifestyle and financial needs. We offer the advantage of agility, unencumbered by layers of management. We are free to make timely decisions and focus entirely on our investment process. Our constant examination of global economic, monetary and political conditions reveals powerful long-term investment themes. From this vantage point, through unbiased research, we then determine the appropriate investment mediums that will most likely profit from the current trends. Our goal is to employ the least amount of risk, with a maximum amount of reward, thus increasing both wealth and peace of mind. We look to provide a combination of growth with manageable levels of volatility and adequate liquidity for our client’s everyday needs. Honesty, integrity, and transparency are indispensable qualities in all aspects of our wealth management.