Ready for a different kind of financial advisor?

At R|W Investment Management, we are redefining fee-based investment advice…one relationship at a time.

Perpetua Group and Rathbone Warwick Investment Management have merged to form

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Perspective on Recent Market Volatility

Click to listen to a recent webcast presented by our investment partners at Dimensional Fund Advisors regarding our recent volatility and perspectives.

Beyond Fiduciary

For over three decades, R|W has gone beyond simple fiduciary wealth management and has acted as trusted stewards of our client’s financial life. What does that mean for you?

  • Fiduciaries are simply required to put your interests first. R|W goes beyond a fiduciary standard by committing to protect your family’s long-term interests.
  • As trusted stewards, we’re called upon to provide good judgment and the most qualified advice. We strive to deliver this advice through our commitment to ongoing education (Chartered Financial Analyst (CFA), Certified Financial PlannerTM (CFP®)) and our decades of capital market experience.

 

  • Simply disclosing fees is not enough. Stewardship means complete transparency and easy-to-understand fees, so you always know what you are paying.
  • People are prone to making mistakes with money. As stewards, we go far beyond the fiduciary requirement to help you make sound financial decisions so your wealth grows…and lasts.

R|W has helped families across the country build meaningful wealth through many market and economic conditions. Learn how we can help you.

Read the CFA Code of Ethics and CFP® Code of Ethics to which we adhere.

Recent Market Volatility

What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns.

David Booth on Forecasting

Instead of looking into a crystal ball to determine where to invest, consider the historical stock market record and stick to investing fundamentals.

Services

Families & Individuals

In an uncertain world, skill, expertise and discipline are required to safeguard your wealth. With over three decades of experience navigating capital markets and the global economy, R|W has helped our clients preserve and grow their assets. But investment management is not all we do for you…it is only the beginning.

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The retirement plan landscape is dynamic and always changing. As a plan sponsor, you need an experienced advisor who can guide your participants effectively toward retirement. At the same time, sponsors and trustees must be protected from potential liability. The credentialed experts at R|W can help you achieve better outcomes for all parties while minimizing potential liability.

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Corporate Retirement Plans

Company-Sponsored Retirement Plans

The retirement plan landscape is dynamic and always changing. As a plan sponsor, you need an experienced advisor who can guide your participants effectively toward retirement. At the same time, sponsors and trustees must be protected from potential liability. The credentialed experts at R|W can help you achieve better outcomes for all parties while minimizing potential liability.

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Foundations & Institutions

If you’re responsible for managing the assets of a foundation or institution, you need experts on your side. R|W has over three decades of proven experience helping small and mid-size organizations carefully and conservatively achieve meaningful goals.

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What We Offer

A Cup of Coffee and a Second Opinion

Volatile and confusing markets can cause even the most patient investors to question the wisdom of the investment plan that they’ve been following. At R|W Investment Management, we’ve seen a lot of difficult markets come and go. And we can empathize with people who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end, here’s what we offer:

A cup of coffee, and a second opinion.

By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals—what your investment portfolio is intended to do for you. Then we’ll review the portfolio for and with you. If we think your investments continue to be well-suited to your long-term goals, we’ll gladly tell you so and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.

Either way, the coffee is on us.

Schedule A Free Second Opinion