Why Work With SWP?

The SWP Edge: Intelligence Squared

At Significant Wealth Partners we take an active approach to investment management. We believe that such an approach offers several advantages that add value over a passive style. These advantages include: an ability to respond to changes in market conditions, the possibility of outperforming relevant market benchmarks, and a greater understanding of the underlying investments in a portfolio.

What puts our active approach in a different class than other wealth management firms? Simply stated it is a combination of team experience, investment philosophy, and a uniquely rigorous investment decision-making process.

Significant Wealth Partners is comprised of a group of dedicated professionals with a breadth and depth of experience. Our ranks include entrepreneurs, traders, research scientists, nationally recognized speakers, and most importantly those who understand that we are strategic partners with our clients. We work together to offer a holistic investment paradigm.

Our investment philosophy is built on the premise that the future is unknown, and the past is fixed never to be exactly repeated. No matter how convincing the argument nor how confident the assessment, what lies ahead will always remain uncertain. Any honest approach to investing must acknowledge these realities and take them into account. Although not predictive of the future, we view properties such as volatility, diversification, internal correlation, and income consistency as being important elements of a resilient investment portfolio. Although the future must remain hidden, it is our view that these characteristics, among others, increase the likelihood that a given portfolio will better weather yet unseen or experienced investing landscapes.

How does such an investment philosophy translate into actual investing? It begins by exploring the space of the available investment universe. In today's markets there are thousands of investment options to explore including: stocks, exchange traded funds, exchange traded notes, closed end funds, business development corporations, trusts, REITS, and partnerships to name several. We believe that the abilities of people, putting their real experiences and intelligence to work, offers the best solution to constructing robust portfolios. However, such an overwhelming number of possibilities necessitates the use of specialized tools to aid in the construction of portfolios whose characteristics are aligned with our philosophy.

Always learning from our own experiences, we are constantly developing and improving inhouse proprietary tools that range from data collection software to advanced artificial intelligence applications. Our process is not one of mindlessly feeding data into an algorithm and implementing the result. Rather, we have evolved a methodology that focuses on real human intelligence being aided by artificial intelligence. This hybrid framework is one reason why Significant Wealth Partners is distinctive in the wealth management industry.

Let us put our |-squared to work for you!