CWC Advisors was founded in 2000 along with its parent company, Cleland Woolworth Capital Group. Initially, CWC Advisors focused exclusively on providing portfolio management service to high net worth individuals. Within a few years its performance relative to peers began to attract the interest of Institutional Investors. In 2009, CWC Advisors officially expanded its portfolio management services and began managing institutional accounts investing in CWC’s Small Cap portfolio. CWC Advisors recently took the next step in the company’s growth by starting its first mutual fund, the CWC Small Cap Aggressive Value Fund, ticker symbol CWCRX.
Our Mission is to exceed our client’s expectations by providing sound investment advice tailored to specific needs. We excel at offering a platform of diversified investment products ranging from Separately Managed Accounts, ETF Portfolios and Alternative Investments. At CWC Advisors, our portfolio management team creates and manages globally diversified portfolios for Individuals and small cap portfolios for Institutions.