Overview

At DWM Advisors, LLC, we offer a breadth and depth of services that together help individuals, families, and institutions more effectively consolidate, comprehend, and constructively manage their financial interests. DWM Advisors, LLC utilizes a family office service model, while making this service model available not only to families, but also to affluent individuals, foundations, endowments, and small businesses. Through the use of new technologies, important strategic partnerships, and operational efficiencies, DWM Advisors, LLC is able to offer this select level of service to a broader audience.

Asset/Liability Management

Wealth Consolidation Reports (WCR's) - WCR's are a proprietary report of DWM Advisors, LLC. These reports allow clients to see their entire financial picture condensed to one page. For our clients, we cut through all the statements, documents, forms, and verbiage to get to the heart of matter. Our WCR's encompass all aspects of a client's financial life, beyond marketable securities to harder to value assets, like private partnerships, hedge fund holdings, and real estate assets. In our WCR's, we also include a comprehensive look at clients' liabilities, ranging from student loans to life insurance policies.
Quarterly Performance Reviews (QPR's) and Strategy Meetings - We strive to meet with our clients every quarter. At these meetings, we provide clients with their QPR's, as well as look ahead to and plan for the future. QPR's clearly and concisely summarize the holdings performance for our clients. We aim to make our performance summaries as easy to understand as possible. The reports also include written summaries, which discuss key events, asset allocation changes, and new strategic plans.
Custom Portfolio Creation - Our research team establishes a unique set of asset allocation models, centered on our core investment belief of capital preservation. We take a conservative approach to the markets. We also work with a broad team of carefully selected and talented partners, who help complement our analytical capabilities in select areas. We look for partners that have a proven track record of success, as well as a commitment to integrity and values that are consistent with our very own.
Access to Various Alternative Investment Platforms - We have access to and relationships with various alternative asset managers around the world. These relationships allow us to provide our clients with effective vehicles through which to achieve the alternative asset allocation in their portfolio.
Liability Analysis and Consolidation Solutions - At DWM Advisors, LLC, we realize that there are two sides to a balance sheet. No financial plan is finished until it includes a complete analysis of the risks that result from the liabilities on a client's balance sheet. We work closely with our clients to develop strategies on how best to manage their liabilities so as to optimize their complete financial picture.
Coordination of Tax and Legal Professionals - After 25 years in the investment advisory business, Mr. Davis has developed a strong network of trusted legal and tax professionals from around the country. We work closely with these individuals to ensure that our clients are receiving sound legal and tax advice.
Third-party Custodian Solutions with Major International Firms - With our size and scope, we have access for our clients to the Custodian Services of firms from around the world. While DWM Advisors, LLC works most closely with a set of preferred custodians, we ensure that each of our clients has the opportunity to choose the right custodian for their particular needs.
Ability to Incorporate Hard-to-value Assets into Financial Plans - We realize that many of our clients' interests span beyond mere stocks and bonds. Our existing client base's interests range from real estate development, private partnerships, small family businesses, to luxury assets. We have experience valuing, managing, and incorporating these assets into financial plans.
Direct Hedge Fund and Private Participation Opportunities - Because of our size, scope, and experience, we get access to hedge fund and private participation opportunities that other firms may not. We guide our clients on how to strategically use these opportunities to diversify and minimize correlation risk in a portfolio.

Family Services

Frequent Contact - Differentiating ourselves from large broker/dealers, we have long made it a mission of ours to focus on consistent quality contact with our families and other relationships. Through this concerted attention, we are able to stay abreast of our clients' goals, worries, hopes, and concerns; and we are able to ensure that we are constantly living up to our end of the bargain.
Referral Networks - With our offices in the Triangle area of North Carolina, we are strategically located next to and have relationships with a broad network of medical professionals. We work with clients to help find optimal, appropriate legal, tax and healthcare professionals.
"Issue" Discussions and Solutions - We realize that in our role as family wealth advisors, we are so much more than a mere financial advisor. We work hard to help our families access the professional advice and resources they need to resolve important family issues that may be impeding the healthy management of their financial interests.
Educational Retreats - We understand that for families to ensure the inter-generational preservation of their wealth and charitable giving efforts, it is vital for families to communicate openly and effectively across all members involved. We help facilitate this important dialogue where needed through the arranging and leading of educational retreats.
Philanthropy guidance - We advise families on how best to ensure the long-term preservation of their philanthropic goals. We try to encourage our families towards a model of social entrepreneurship for their giving efforts. We believe that the lessons and best practices of the private sector can be used effectively to spark profound social change in the public sector.
Foundation and endowment consulting - We work closely with our families to manage, restructure, and create private foundations. We focus on developing for our families the most efficient giving strategy possible, so as to ensure the long-term viability and health of their philanthropic mission.