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Our Investment Selection Process

The MWM process for selecting investments
(Mutual Funds, ETFs, Third Party Money Managers, etc.)

At MWM, we approach each client independently and adhere to a detailed and multi-step process in the selection and recommendations to our clients. This is an ongoing process that is continuously reviewed and updated. Any recommended changes are
discussed with the client(s).

The following is our process and criteria used but is not all-inclusive:

  • Size of client(s) account
  • Liquid net worth of client(s)
  • Fees/expenses, management experience and tenure, track record
  • Risk tolerance of client(s)
  • Goals and objectives of the client(s)
  • Initial and ongoing discussions with client(s)
  • Diversification of money managers
  • Utilizing diversification and low/non-correlation strategies
  • Low volatility strategies where applicable
  • Asset class mix
  • Third party investment research websites and firms (e.g. Yahoo Finance, Morningstar)
  • Broker Dealer approved products, investment screening and research tools
  • Education of investments from Wholesalers on an individual basis and group meetings
  • MWM principals team reviews and discussions at monthly board meetings 

 
Contact Us
Phone: 847-262-3030
Fax: 847-262-3034  
E-mail: info@mappawm.com

Locations:

2700 Patriot Blvd
Suite 250,
Glenview, IL 60026

401 N. Michigan Ave
 Suite 1200,
Chicago, IL 60611


We Offer You
  • Retirement Planning
  • Comprehensive Financial Planning
  • Investment Management
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Wealth Management
  • Business Succession Planning
MWM Brochure
MWM Newsletter


Upcoming Events


 
 
 

* Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.  WFS does not provide tax or legal advice.

WFS Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative):  AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA and WI.

NOT NCUSIF INSURED • MAY LOSE VALUE • NOT A DEPOSIT • NO CREDIT UNION OR FEDERAL GOVERNMENT AGENCY GUARANTEES
 


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