Data-Rich, Model-Driven Investment Strategies

At CWM, our focus is to help you intentionally invest in a way that will achieve your financial and lifestyle goals.

    We talk often about your Real Returns, or the risk-adjusted return necessary for you to achieve those goals. Put simply, at CWM we believe that capturing all of the “up” is not as important as avoiding all of the down. But how we apply that philosophy depends on many factors distinct to each individual and family.

    We’ve developed multiple investment models that target the Real Return to align with each client’s individual objectives, tolerance for risk, preference for how they want to experience the market, and their life stage, including:

    Browse our data-driven models:

      Learn more about our

      Performance Targeting System®

      At the heart of our methodology is CWM’s Performance Targeting System (PTS®), our proprietary algorithm designed to manage risk as the market fluctuates. PTS®, paired with our in-depth planning process, takes into account individual preferences and needs, along with market valuations and other metrics to forecast potential outcomes and target Real Returns for our clients.

        Target your Real Return

        Schedule a complimentary, no-pressure phone call with a CWM financial advisor today.