MWA Investments, LLC

MWA Investments provides discretionary portfolio management and trust administration primarily for trusts and high‑net‑worth individuals, generally those who are longstanding clients of an affiliated law practice. The firm does not solicit advisory business and commonly acts as trustee or serves at the formal request of the client, integrating the directives of estate‑planning instruments into its investment role.

The firm tailors asset allocation and investment decisions to each trust’s terms and the income/principal needs of grantors or beneficiaries, setting targets in consultation with clients. Equity selection relies on fundamental analysis with a bias toward large and mid‑capitalization, dividend‑paying companies held for the long term, while fixed‑income strategy emphasizes laddered maturities and investment‑grade bonds (A or better), with limited use of funds or ETFs for specific exposures.

What distinguishes the firm from many peers is that its principal operates from a law practice and the advisory work is normally an extension of legal estate‑planning relationships, an arrangement that is uncommon among supported advisers. The firm typically will not accept accounts below $2 million or non‑high‑net‑worth retail clients, uses a bank custodian (Blue Ridge Bank) for negotiated transaction and cash‑management terms, declines commissions and performance fees, and voluntarily employs independent‑accountant surprise inspections because of its trustee/custodial involvement.