SWS Capital Management provides investment management services, primarily focusing on cash management and fixed-income strategies for institutional investors through separate accounts. They also manage two private funds, Clear Vision Impact Fund and New York Social Equity Cannabis Investment Fund. SWS Capital Management tailors its services to client needs within fixed income asset management.
Assets Under Management$430M
Clients7
AdvisorsN/A
Avg. per Client$61M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$15M
Investment management only (planning not offered)
SWS Capital Management's fees for separate account clients range from 0.20% to 0.35% of the average value of your portfolio for assets up to $25 million. The fee ranges from 0.15% to 0.30% for portfolios between $50 million and $100 million, and 0.10% to 0.25% for portfolios over $100 million. Fees are negotiable.
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