SWP Investment Management focuses on providing customized portfolio management specializing in exchange-traded funds to help clients achieve their specific investment goals. Operating as a registered investment advisor, the firm builds tailored portfolios using a mix of charting analysis, asset selection, and long-term or short-term trading strategies. Equity holdings tend to be concentrated in 40 to 60 positions, while low-cost exchange-traded funds are utilized for assets where primary research is not conducted. SWP Investment Management acts legally in its clients' best interest and maintains open lines of communication to educate clients about the investment process. The firm does not charge performance-based fees and has no account minimums.
Fee Structure
SWP Investment Management receives a specific amount of the overall basis points charged by the exchange-traded funds it manages as the primary advisor. Fees are charged daily based upon the time invested in the exchange-traded fund.