Mike Garrison

Functions as a College/University

SWP’s investment philosophy emphasizes asset allocation, diversification, limiting volatility, avoiding over-reliance on historical data, and managing taxes prudently. The firm creates portfolios that are individualized to each client’s individual needs. They generally invest client assets among professionally managed investments such as mutual funds, ETFs, structured notes, external managers and other securities they believe are appropriate.

CWM uses a tactical investment strategy to help inform allocation decisions, with a primary focus on seeking to maximize absolute long-term return while minimizing large portfolio losses consistent with the client’s designated investment objective.

Functions as a College/University

BMO Family Office manages each portfolio in accordance with the client’s investment objectives, taking into consideration the client’s risk tolerance, time horizon, tax circumstances, liquidity and cash flow needs, restrictions and constraints, as well as other relevant criteria. The firm allocates client assets among different asset classes with varying levels of risk and return. They diversify client portfolios within and across asset classes, including cash, fixed income, equities, hedge funds, private markets and real assets.