Have questions about how we work, how your investments are managed, or what to expect as a client? Below you’ll find clear, straightforward answers to some of the most common questions we hear from investors, designed to help you better understand our approach and the decisions behind your financial plan.
A fiduciary is a person or legal entity, such as an Advisor or Brokerage firm, that has the power and responsibility of acting for another (usually called the beneficiary or principal) in situations requiring total trust, good faith, and honesty.
Fee-based advisors receive fees for their service, rather than basing their business on sales commissions. The model helps to limit or eliminate conflicts of interest. CWP uses the fee-based model as a means of aligning our interests with those of our clients.
Portfolio modeling is a diversified system of securities that are grouped together to provide an expected return with a corresponding amount of risk.
CWP uses portfolio models for several reasons including: