Sterling Herrmann

Functions as a College/University

LWA is a long-term, strategic investment manager that utilizes low-cost exchange traded funds (ETFs) and mutual funds to build tax-efficient, globally diversified portfolios. The firm’s model portfolios are designed by their investment committee, rather than by their individual financial advisors, to provide a consistent and customizable investment experience for their clients. They take a holistic approach that considers client’s needs, goals, risk tolerance, and time horizon to recommend a strategic asset allocation that’s right for their situation.

PCIA generally uses various methods of analysis, such as bottom-up and top-down investing, charting, cyclical, fundamental, modern portfolio theory, technical, and thematic. In such circumstances, the firm research potential equity investments using their proprietary analytical models. Their equity research is designed to identify both small and large-cap companies that consistently deliver above-average returns to shareholders, that favor a conservative capital structure, and that generate cash flow internally to fund growth.