CWA Asset Management Group

Overview

CWA Asset Management Group is a private investment firm headquartered in Naples, Florida, providing a range of investment advisory and portfolio management services. The firm caters to individuals, high-net-worth families, trusts, endowments, charitable organizations, insurance companies, pension plans, foundations, and other business entities. As of 2025, CWA manages approximately $3 billion in assets across 660 holdings. The firm's investment strategy is centered on delivering customized portfolio management and investment advisory services tailored to each client's specific goals, objectives, time horizons, and risk tolerances. CWA offers a diverse array of investment options, including equities, fixed income, mutual funds, exchange-traded funds, and private funds managed by affiliated investment advisers. CWA's approach emphasizes a client-centric philosophy, focusing on understanding and aligning with clients' financial aspirations. The firm is committed to providing personalized investment solutions that adapt to clients' evolving needs, leveraging its expertise to unlock the potential of their wealth. CWA's dedication to excellence is reflected in its substantial assets under management and a broad client base across various sectors and industries.

Investment Focus

• Accredited investor status required
• Investment horizon of 5 years or more
• Diversification across multiple asset classes
• Alignment with client's risk tolerance and financial goals

Portfolio Companies