Broker Check

Our Process

Our process is the backbone to how we at PWA approach investment solutions for our clients.

Three Fundamental Questions

Our process is based on three fundamental questions that help us decide if an investment should even be a consideration. These questions also allow us to segment individual holdings into one of two categories, Core and Explore. This determines how we then overlay our Discipline. It is the following of these two parts that define how we at PWA work alongside our clients to try to achieve the goals and dreams they have engaged us to strive for.

1. Management?
2. Dominance in their respective marketplace?
3. Historical Returns?

Management - We are looking for Tenure, Style, Team, Longevity, Compensation Style, Board Relationship, History Success of our inner circle, Education and any other information we deem relevant to success.

Dominance - We are looking for Percentage of Market share, Purchasing Power, Pipeline of Products, Cash flow, Competitive landscape, Dividend Growth History and all other relevant information we might require.

Historical Data - What we are looking for here is not what the most recent annual returns look like but rather how did they perform relative to the overall market or benchmarks in past times of volatility. Specifically we are looking for Downside Capture Ratio.

Have a Question?

Thank you!