About the Firm
Outwing Private Wealth Management
The firm provides portfolio services with a fee based, customized approach to qualified investors. Outwing Private Wealth Management is a Registered Investment Adviser with the SEC. Outwing has a proven investment philosophy, significant relevant experience, and its interests are aligned with investors.
Our industry is evolving from a one-size-fits-all mindset, to a customized investment portfolio approach. Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. Outwing is a leader in tailoring a full suite of customized portfolio services that help investors expand their investment holdings, and better reduce downside exposure to loss.
We focus on investment and wealth management solutions by approaching each client individually. We do not manage a one size fits all model portfolio for clients. Instead, our clients receive sensible, effective advice, along with a firm commitment to collaborate with other professional advisers. We offer clients open architecture, with a full array of wealth management and investment advisory services. Our customized investment strategies offer investors a stand-alone solution to fulfill a specific objective. Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, we can construct, implement, and monitor the solution.
We combine internally managed strategies with rigorously-selected, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of investment strategies ranging from tactical to growth to income and preservation.
Proven Investment Philosophy
- Outwing has developed our platform based on years of running family offices by constructing portfolios with managers who have proven track records of generating superior risk adjusted returns relative to their benchmarks in all economic environments.
- Portfolio optimization of either risk or return, customized to your specific requirements, with access to an open universe of ETFs, Stocks, Mutual Funds, Fixed Income, investment managers, and select private equity and hedge funds.
- A strategy is designed to capitalize on defined market opportunities and has a disciplined approach to fund selection among the institutional-quality equity, fixed income managers and hedge funds that share a complimentary investing approach.
- Our professional investment team routinely reviews and rebalances each strategy to ensure that it complies with its defined objectives through time.
- Talk to us about our current strategies and market thinking.
- Our professional investment team is constantly sourcing new institutional-quality funds across all investment strategies.
- We routinely perform quantitative and qualitative reviews of each fund to ensure that it continues to meet our rigorous criteria.
How does it work?
- The Outwing approach delivers access to the model portfolios of a wide variety of third party investment managers. These ”Sleeve Strategy Managers” are selected by Outwing through a rigorous diligence process. Advisors create a customized strategy portfolio that meets clients unique investment objectives by investing in several strategies.
- Private Client services – Custom client website, reports and planning designed to inform and identity opportunities.
- Investing and portfolio management and trading support.
- Technical training/webinars.
- Custodial relationships with Charles Schwab, Fidelity IWS, NFS, TD Ameritrade, Interactive Brokers, Millennium Trust.