CW Associates: Services

Equity Research

Our primary function is as an equity research house which principally services corporate clients.  Annually we compile more than 500 research dossiers on companies with small to mid-market capitalization.   We provide deep detailed insight and analysis into a company.  Our teams are split into two groups; research/reporting and projecting.  The teams are generally composed of ten members, who cover between ten and fifteen companies at any one give time.

Portfolio Management

In 2008, CW Associates began to offer a portfolio management service to both our corporate and private clients the world over.

As our teams spend a good deal of their time researching and projecting as well as trading stocks,  this experience gives our teams a unique perspective on the health and direction of the global equity indices.  From this we are able to select stocks which will outperform the overall markets.

Please be aware that CW Associates maintains the right to limit the total number of recommendations given to our clients, in addition to this CW Associates is primarily a researcher and will not be able to act as a broker for equities or securities we have not advised our clients to purchase.  This does not exclude the liquidation of assets.  Through these standards we are able to maintain our outstanding reputation.

What does this mean for you?

Our services have been measured to fulfill the needs of the broadest spectrum of both corporate and private clients, and we are confident therefore that we can provide a financial support network that is second to none for any client worldwide.