OSWEGO PRIVATE WEALTH MANAGEMENT

Overview

Oswego Private Wealth Management is an independent registered investment adviser that serves individual and family clients with a focus on equity-centered portfolios and bespoke planning. The firm acts as a capital allocator, blending direct equity exposure through exchange-traded securities with third‑party manager relationships for alternative strategies. Its advisory work includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of outside advisers when clients require specialized solutions. Fee arrangements combine a percentage-of-AUM model with the option for fixed fees, and the firm reports it is not an active ESG investor. The firm’s stated preference is equities, and its portfolio construction leans heavily on liquid listed instruments supplemented by allocated exposure to hedge funds and real estate managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices