Optimizing your money for the long haul.
We can help you steward your resources for generations to come by building what we call a wealth creation operating system.
WEALTH CREATION
Maximizing your wealth creation operating system.
Customized and comprehensive expertise for all your wealth. Your money isn’t fragmented—your advice shouldn’t be either.
Generational wealth
We provide skilled guidance about how best to maintain your wealth today while staying focused on maximizing your wealth for the next generation.
Expanded opportunity
Our open architecture goes beyond your public investment portfolio to include access to real estate, venture capital, private equity, franchising and beyond. We take into account your entire portfolio — wherever the assets are held.
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Tax-Efficient Investing
Maximize after-tax returns.
You only get to keep, spend, or bequest net returns, so the focus of investing should always be on maximizing net returns. Buying the right type of investments, putting them in the right type of accounts, and following the right draw down strategy in retirement is the key to maximizing your after-tax returns.
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Public Markets
Pursue higher expected returns.
Our investment philosophy has been shaped by decades of academic research. We believe public markets are efficient. That means you can't beat the market via stock-picking or market timing. We believe that active management practiced by traditional stock pickers is futile, if not an absurdity.
But it doesn't mean you can't beat the market.
We add value by building portfolios that target higher expected returns in a cost-effective manner. Through a dynamic investment process that integrates research, portfolio design, portfolio management, and trading, we manage the tradeoffs that matter for performance - balancing competing premiums, diversification, and costs.
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Private Markets
Generate long-term excess returns.
As a professional athlete, you already understand the power of access—whether it’s to elite training, top coaches, or exclusive opportunities. The same principle applies to investing. By leveraging private market investments in venture capital, private equity, and real estate, you gain access to opportunities that have historically outperformed public markets.1
1: Cambridge Associates confirms that private investments have consistently outpaced public equities, making them a critical tool for financial success. https://www.cambridgeassociates.com/insights/private-investments/
What is the 100-year family?
Just as in professional sports, talent and intention alone aren’t enough to guarantee a win. Everyone wants to succeed, but only a few do—and in the world of wealth, the stakes are even higher. The sobering reality is that 90% of ultra-wealthy families lose their wealth by the third generation. Our mission is to ensure you’re part of the 10% who break that cycle, building and sustaining a legacy of wealth that flourishes for generations.
That’s why we focus on the essential elements that transform families into multi-generational, flourishing dynasties. This isn’t just about financial wealth—it’s about cultivating the character, discipline, and skills needed to navigate the complex landscape of wealth creation, family stewardship, and social impact. By working with AWM as your family office, we will help guide you through the strategies you need to shape your family’s future, leveraging your greatest asset: yourself.
The AWM Way
“While our industry places money at the center, our philosophy begins and ends with you. We believe all assets should reflect your priorities and values. Every decision is first inspected for mission, then reviewed for financial fit.”
Your Family Office
We’re here to help you navigate investing.
Our advisors are ready to serve as your Athlete Family Office.