DSW INVESTMENT, LLC

Overview

DSW Investment, LLC is a small, discretionary wealth manager that runs concentrated equity-oriented portfolios for high-net-worth individuals, families and a limited number of institutional clients. The firm’s filings show a clear preference for exchange-traded equities—both ETFs and listed stocks—positioning public equities as the core of its investment approach. Portfolio management is provided on a fee‑for‑assets basis; the business focuses on direct portfolio management for individuals and small businesses rather than broad advisory or pension consulting services. Investment activity is centered on separate managed accounts where the firm implements its equity bias at the account level. The adviser is not listed as an active ESG investor on its filing and does not report multistate adviser status. Tactical allocation appears to prioritize liquid, exchange‑traded instruments for implementation and rebalancing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices