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Asset Management Service

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Asset Management Service

Asset Management Service

TLWM’s Investment Committee strives to maximize every one of your clients’ hard earned dollars through proactive investment management.

By leveraging our investment strategies, we aim to increase your face time with clients, and allow you to maximize your time gathering assets and growing your practice. Our asset management services provide access to a full service turnkey asset management platform that includes access to comprehensive performance reporting, attribution, and presale and post sale deliverables.

TLWM’s investment philosophy is rooted in the belief that through disciplined investing and proactive management long term risk adjusted returns can be pursued with reduced volatility. When we believe the risk is too high, or a recession is coming, we have the capability to take action to try and preserve the value of your client’s account. The aim of this is to preserve the client’s portfolio in order to have capital to invest if new opportunities arise.
 

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TLWM CONTACT

  
Phone: 210 541 8600
Email: info@tlwmfinancial.com  

San Antonio

40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216
 

Lubbock

7021 Kewanee Ave.
Lubbock, TX  79424
P: 806-696-3399

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OK, TX, UT, VA, WA​, WV​.

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