# RW Investment Management (RWIM)

RW Investment Management (RWIM) is a Bank / Wealth / Trust based in Eagle, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Eagle, United States
- **Region:** North America
- **Address:** Eagle, ID, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** investrw.com
- **LinkedIn:** https://linkedin.com/company/rathbone-warwick-investment-management

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2014, RW Investment Management (RWIM) was established in Eagle, Idaho, catering to high-net-worth individuals, trusts, and business entities seeking integrated portfolio management and financial planning. The firm's location, removed from traditional financial hubs, shapes a client base focused on capital preservation and long-term income generation rather than venture-scale growth. RWIM operates as a registered investment advisor, a structure that imposes fiduciary duties distinct from broker-dealer models. The firm's strategy spans public equities, fixed income, and alternative assets, with an emphasis on income-producing real estate and private credit. This three-pillar approach allows RWIM to construct portfolios that prioritize cash flow and downside protection. Client assets are managed through separately managed accounts, with the firm also advising on pension plans for local businesses. The geographic focus remains firmly domestic, with no publicly disclosed international expansion or offshore investment vehicles. RWIM maintains a deliberately lean operational footprint, consistent with boutiques serving a concentrated book of regional families. The firm's structural differentiator is its fiduciary-only RIA model applied within a secondary market, delivering institutional-caliber portfolio construction to families and pension plans in the Intermountain West. This architecture sidesteps the product-distribution conflicts common in bank-owned wealth channels, offering pure advisory services in a geography where such independence is less common.

## Sectors

- Private Credit
- Real Estate

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Last updated: 2026-08-11T02:43:31.692Z

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