When deciding whom to hire to manage your stock market assets, you should ask what their investment style is.
There are two primary styles utilized by portfolio managers. The first being strategic. This style is better known as "buy and hold." The second style is tactical. This style is known as "active portfolio management."
SWM is a tactical manager. We believe that in today's ever-changing world, portfolio holdings and models need to change as market and economic conditions change. This is NOT day trading, but active management.
Our managed portfolio clients are charged an annual management fee, NOT commissions, therefore, there is no conflict of interest. Our sole objective is to strive for an annual return that is commensurate with the goals, risk and time horizon of the client.