CWC Advisors

CWC Advisors

  • 5800 SW Meadows Road Suite 230
  • Lake Oswego, Oregon
  • 97035

Description

CWC's unique investment philosophy relies on the mis-pricing of securities normally associated with illiquidity-induced volatility. The most common domestic market to take advantage of this phenomenon is with small cap stocks. Team members have implemented this strategy individually for over 24 years and at CWC for over 13 years. Our track record proves our ability to consistently produce returns in excess of the Russell 2000.

CWC Advisors was founded in 2000 along with its parent company, Cleland Woolworth Capital Group. Initially, CWC Advisors focused exclusively on providing portfolio management service to high net worth individuals. Within a few years its performance relative to peers began to attract the interest of Institutional Investors. In 2009, CWC Advisors officially expanded its portfolio management services and began managing institutional accounts investing in CWC's Small Cap portfolio.

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