On July 12th, we at SNW Asset Management celebrated our one year anniversary as an independent company. Over the last year our business has grown at a healthy rate with assets up by more than 30% to $2.25B and staff up by 20%. In a challenging bond market environment, our investment performance has been strong with positive, benchmark beating returns on a 1, 3 and 5 year basis. Not only did we grow as a business, we have matured as a company by completing more than 20 scalability projects (mainly by adding or tweaking technology). We also proudly became a B-Corporation earlier this year which means SNW AM is; “…voluntarily meeting higher standards of transparency, accountability, and performance, Certified B Corps are distinguishing themselves in a cluttered marketplace by offering a positive vision of a better way to do business….” The above accomplishments do not nearly capture all the good, hard work the SNW Asset Management team has put into achieving client goals and making this business a success. I am proud of what we have accomplished and excited about the direction of our firm. Thank you all for your continued trust in SNW Asset Management. We look forward to many more successful years serving your fixed income needs.
Eddie Bernhardt, CFA
President and CEO