High-Quality, Tax-Efficient Fixed Income Management

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SNW delivers high-quality, personalized, tax-efficient fixed income portfolio management through separately managed accounts. Consistency, low volatility, and risk-adjusted outperformance are hallmarks of the SNW approach, as is a commitment to partnership and client service.

Broad Investment Capabilities
SNW offers a full investment-grade fixed income solution that is actively managed and low cost. Impact investment options allow clients to align their missions with their portfolios.

  • Four investment-grade strategies can be personalized to meet tax, volatility, liquidity and impact objectives.
  • Unique ability to account for an individual investor’s state of residence.
  • Focus on generating after-tax income/total returns.
  • Portfolios managed with a goal of low relative volatility and risk-adjusted outperformance.
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An Experienced Team
SNW’s veteran team of portfolio managers, analysts and traders operate within a collaborative environment.

  • Seasoned eight-member investment team averaging 16 years of investment experience.
  • Two senior portfolio managers oversee all aspects of investment process, including credit analysis, trading and risk management.
  • Investment culture encourages all team members to contribute investment ideas.

A Focus on Exceptional Client Support
The team’s collaborative investment culture relies on constant communication between team members. This communication focus extends to interactions with advisors.

  • Client service team is available via phone and email for account servicing needs.
  • Quarterly reports keep investors up to date on their portfolios.
  • Portfolio managers publish frequent thought leadership and quarterly market outlooks.