Rw Investment Management LLC

RW Investment Management LLC, also known as RW Investment Management, is a financial advisory firm based in Eagle, Idaho. Established in 2014, the firm offers a range of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. Services include Comprehensive Portfolio Management, Financial Planning, and Pension Consulting. The firm's investment strategies are based on Modern Portfolio Theory and utilize a mix of passive and active mutual funds, ETFs, equities, and fixed income securities. Clients have the option to place reasonable restrictions on their investments. RW Investment Management charges fees based on a percentage of assets under management, with a maximum annual advisory fee of 1.125%. The firm does not charge performance-based fees and does not participate in wrap fee programs. Clients have the option to grant investment discretion to the firm. RW Investment Management does not accept proxy authority to vote client securities. The firm does not have custody of client funds or securities and does not have financial conditions that impair its ability to meet obligations to clients.