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Separately Managed Accounts 

Investment Philosophy

Stock selection 

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Securities with low expectations factored into the price.

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Price under-performance coupled with growth markets and solid company fundamentals.

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Attractive valuations relative to projected growth rates.

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Over or underweight market sectors to beat benchmark index.

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Crystal Salt

     

 Investment Process 

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  1. Individual Security Screening 

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  • Capitalization

  • Financial Strength

  • Price Under-performance (Out of favor with Investors)

  • Valuation Characteristics

 

   2. Detailed Balance Sheet Analysis 

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   3. Business Plan Review 

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  • Management Communication 

  • Wall street expectations 

  • Competitor, Customer, Supplier, Employee due diligence.

  • Catalyst to Return to Investor Favor

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 â€‹  4. Calculate Buy and Sell Targets 

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  • Normalized Operating Metrics at Average Valuation

Investment Options

Diversified Large Cap 
 

Individual Stocks

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Index - S&P 500

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Market Cap: > $5 billion

Diversified Small Cap 

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Individual Stocks

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Index – Russell 2000

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Market Cap: < $5 billion

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503.968.0950

5800 Meadows Road, Suite 230
Lake Oswego, OR 97035

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CWC ADVISORS PROVIDES INVESTMENT ADVISORY SERVICES THROUGH IT'S AFFILIATION WITH CLELAND WOOLWORTH CAPITAL GROUP, LLC, A SEC REGISTERED INVESTMENT ADVISOR

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© 2021 CWC ADVISORS

Not FDIC insured * No Bank Guarantee * May Lose Value. Investing in securities involves risk, and there is always the potential of losing money when you invest. Before investing, consider your investment objectives and CWC Advisors’s fees and expenses. Past performance does not guarantee future results. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where CWC Advisors, LLC is not registered.

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