Discretionary Investment Management allows our clients to delegate the day-to-day management of their wealth to our team of professionals, who are guided by each client's long-term financial goals.

The benefits of using this service include:

• Customized strategies to meet your pre-determined growth and income needs
• Active daily management by professional portfolio managers
• Timely and accurate reporting of your portfolio
• Quarterly market commentaries
• Financial peace of mind

Our Investment Approach

At CWM Investment Counsel Inc, we believe that the accumulation of wealth is the result of hard work, discipline and astute management.

Our primary objective is to preserve what you have invested and gained over time. Investment management should be tailored to an individual's needs, goals and risk tolerances. We do not pool your funds with those of our other investors.

Our stock selection criteria focus heavily on superior management, balance sheet health, earnings momentum and relative valuation. We use individual securities to overweight sectors we feel are undervalued but are expected to outperform over time. We build your portfolio to ensure that the volatility of equities will fall within your risk tolerance.

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