MW Investment Strategy

The firm operates as an outsourced chief investment officer, meaning it functions as each client's dedicated allocator rather than aggregating assets into proprietary models or commingled funds. Unlike multi-family offices that may centralize manager selection, MW Investment Strategy constructs bespoke portfolios for each family, sourcing capacity-constrained funds and negotiating institutional pricing on a relationship-by-relationship basis. The firm does not manufacture in-house investment products.

The firm constructs portfolios spanning public equities, fixed income, private equity, venture capital, real assets, and absolute-return strategies, following an endowment-style framework. Allocations are tailored to each family's liquidity requirements, tax situation, and long-term capital-preservation goals. The firm emphasizes manager access over tactical trading, selecting fund vehicles managed by established and emerging general partners.

The firm works with ultra-high-net-worth families that have outgrown traditional private banking but do not want the staffing and operational overhead of a dedicated single-family office. The practice maintains a deliberately limited number of client relationships, with investable assets typically falling between $15 million and $100 million per family. Each relationship receives investment-committee-level attention directly from the principal.

The firm primarily accesses private markets through fund commitments, selecting capacity-constrained vehicles across buyout, growth equity, venture capital, and private credit strategies. Direct co-investments or single-asset SPVs may be evaluated opportunistically when aligned with a family's existing manager relationships, but the core model centers on disciplined manager selection rather than proprietary deal-sourcing.

The firm operates as a fee-only fiduciary, charging asset-based advisory fees rather than earning commissions, placement fees, or product revenue. This structure is designed to align the firm's incentives with long-term portfolio performance and eliminates conflicts associated with proprietary product distribution. Specific fee schedules are structured on a per-relationship basis reflecting portfolio complexity and total asset levels.