Company

MWM started in 1999 with a clear focus on factor-driven investments. Today factor-based investing is popular at many major investment firms and we take pride in being an early adopter in the space. We invest in public equities, treasuries, high-yield closed end funds and other pass-through securities for our clients. A boutique investment management firm, we work closely with our clients as well as their attorneys, accountants and beneficiaries.