GROUP W INVESTMENT MANAGEMENT LLC

Overview

Group W Investment Management LLC is a small, owner-managed advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and prefers equity-heavy allocations, with exchange-traded securities forming the bulk of client portfolios. Group W does not position itself as a capital allocator or pension consultant, and it is not an active ESG investor. Its business model and client count point to a boutique, relationship-oriented practice that manages concentrated, liquid equity exposures for high-net-worth individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices