Welcome to SNW Asset Management
SNW Asset Management is an independent registered investment adviser providing active fixed income portfolio management, with $1.9 billion under management in taxable and tax-exempt accounts for high net worth individuals, municipalities, corporations, credit unions, foundations, and registered investment advisors.
SNW In the News
SNW & Impact Rated Bonds - Financial Advisor Magazine- August 23, 2013 - Read Full Article
How Can Your Fixed-Income Portfolio Spur Higher Impact and Seek Lower Risk? - Read Full Article
Resilient Portfolios & Fossil-Free Pensions - June 12, 2013 - Read Full Article
SNW Asset Management to Become an Independent Firm - April 17, 2013 - Read Full Announcement
A Look Back and a Look Ahead - January 4, 2013 - Read Full Article
SNW & HIP Impact Rated Bond Portfolios - Forbes, November 19, 2012 - Read Full Article
How We Add Value for Clients
At SNW Asset Management, our mission is to provide customized fixed income solutions to meet the needs and objectives of our clients. We focus on maximizing income, while paying strict attention to the type and amount of risk to which a client’s portfolio is exposed. First and foremost, we consider ourselves risk managers. When investing, we strive to understand all of the risks that a client is exposed to and whether the client is being adequately compensated to take on each risk. SNWAM adds value to clients’ fixed income portfolios by doing thorough, ongoing credit analysis on each security within our clients’ portfolios, while also actively managing the interest rate and sector risk inherent in fixed income investing.
Fixed Income Specialists
Specializing in fixed income and limiting our services to this single asset class distinguishes our firm from other asset managers. Our clients include high net worth individuals, municipalities, corporations, foundations, and registered investment advisors.
Active Portfolio Management
We monitor fixed income market conditions closely and constantly. The key elements of our active management style are to effectively manage interest rate cycles and identify relative value along the yield curve as well as within sectors. This means the average maturity of the strategy is actively managed throughout entire interest rate cycles to preserve principal value in rising interest rate environments and to lock in attractive yields in falling rate environments. Our objective is to maximize returns while preserving the principal of our clients’ assets.
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