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- Custodian
- Merrill Lynch · Morgan Stanley · UBS · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-17-2019
- Office Locations
- 1
Office Locations
About RSW Investments
RSW Investments is a Summit, NJ-based investment manager focused on active, tax-efficient fixed income strategies, with a particular emphasis on municipal bonds. The firm aims to enhance and protect client wealth through portfolio construction and risk management, paired with proactive communication and direct access to the management team. It also publishes regular fixed income and municipal bond market outlooks for timely portfolio guidance.
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Owner & Executives
ROBERT STEVEN WAAS
Chief Executive Officer, Chief Investment Officer, DIRECTOR, Partner
- CRD
- #1278249
- Ownership
- 25% but less than 50%
MATTHEW TAYLOR WERNER
DIRECTOR, Senior Portfolio Manager
- CRD
- #5649837
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,297,458,438 | $1,407,756 |
| Non-Discretionary | $0 | -- |
| Total | $2,297,458,438 | $1,407,756 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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