AWR Investment Management, LLC

AWR serves individual and family clients—generally those with at least $250,000 to invest—and also accepts non-profit and corporate investment pools. The firm provides discretionary portfolio management along with periodic financial planning, implementing investments primarily through mutual funds, ETFs, and separate managed accounts.

The firm’s investment approach is based on Modern Portfolio Theory, with an emphasis on strategic asset allocation, manager selection, cost management, risk control (volatility, downside risk, and broad exposure), and tax-aware construction. Portfolios are individualized, monitored and rebalanced on a regular basis, and larger client relationships may be implemented via separate managed accounts or direct equity and laddered bond holdings.

Distinctive features include a single-advisor model managing roughly $131.6 million across a relatively small client base, resulting in higher average account sizes and frequent use of separate managed accounts with per-account minimums (generally $100,000–$500,000). The firm relies heavily on a single custodial platform—including enrollment in Schwab’s Managed Account Select/Access programs for certain strategies—and does not use third‑party managers outside that platform; the firm’s principal also maintains an advisory role with a larger affiliated advisory firm, which the brochure discloses as a material time-allocation consideration.