Rsw Investments

RSW Investments Holdings, LLC is a registered investment adviser specializing in managing municipal bond portfolios. Established in 2005, the firm succeeded its predecessor in 2019 and manages $2.4 billion on a discretionary basis as of December 31, 2024. RSW focuses on fixed-income investment management, offering actively-managed strategies in Market Duration, Low Duration, and Enhanced Intermediate Duration Portfolios. The firm's investment philosophy emphasizes proactive credit research, optimal portfolio structure, and dynamic risk management to maximize after-tax total return. RSW's fee structure is based on a percentage of assets under management, with a minimum account size of $250,000. The firm acts as a fiduciary and provides investment discretion, creating customized strategies aligned with clients' objectives and risk tolerances. RSW does not charge performance-based fees and primarily serves individual investors, trusts, estates, charitable organizations, and corporations. The firm's investment strategies involve fundamental and technical analysis, with a focus on managing risks associated with interest rate movements and creditworthiness. Clients receive quarterly account reviews and statements, ensuring transparency and accountability in the investment process.