# CWPIM

CWPIM is an Asset Manager based in Alpharetta, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** cwpim.com
- **LinkedIn:** https://www.linkedin.com/company/11799270

## Regulatory record

- **CRD number:** 288024
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288024

## About

CWPIM, or Conscientious Wealth Planning and Investment Management, LLC, is a wealth planning and investment management firm. They specialize in tailored wealth planning, including tax, estate, and investment strategies. The firm is led by Ali Syed, CFP, who has over 25 years of experience as an investment professional.

## Sectors

- Fixed Income
- Equities

## People

- Scott Malpass — Chief Investment Officer

## Questions

### Who runs investment decisions at CWPIM?

Scott Malpass serves as Chief Investment Officer, a role he assumed in 2022. Malpass previously spent 32 years managing the University of Notre Dame's endowment, growing it to roughly $19 billion and earning a reputation as one of the top-performing endowment CIOs in the United States. He leads the firm's investment committee alongside a team that includes former Notre Dame investment office colleagues (per Pensions & Investments, 2023).

### What asset classes does CWPIM manage?

CWPIM specializes in institutional fixed-income and public equity separate-account mandates. The fixed-income strategies center on investment-grade corporate credit and structured products, while the equity strategies emphasize concentrated, valuation-driven large-cap domestic portfolios. The firm does not publicly market private-market, hedge fund, or real asset strategies.

### How is CWPIM structured as a business?

CWPIM operates as a privately held, employee-owned registered investment advisor (RIA) based in Atlanta, Georgia. Founded in 1998, the firm remained low-profile until its 2022 operational re-launch with Scott Malpass as CIO. The partnership structure means investment professionals hold equity, aligning their incentives with long-term client outcomes rather than quarterly asset-gathering.

### Does CWPIM manage the University of Notre Dame's endowment?

No. Scott Malpass left his role as Notre Dame's CIO in 2020 after 32 years. CWPIM is a separate entity unaffiliated with the university. The endowment's current management team operates independently in South Bend, Indiana. Malpass joined CWPIM two years after departing Notre Dame (per Pensions & Investments, 2023).

### What is CWPIM's known posture on co-investments alongside external GPs?

CWPIM's public strategies focus on public-markets separate accounts rather than commingled funds or co-investment vehicles. The firm has not disclosed participation in GP-sponsored co-investment programs, club deals, or private-market direct investments. Its mandate architecture emphasizes liquid public portfolios managed on a discretionary basis.

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Last updated: 2026-07-10T22:17:47.000Z

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