RSW Investments LLC
RSW Investments LLC, based in Summit, NJ, is responsible for the management of approximately $2 billion in assets, specializing in separate account municipal bond portfolios for individual investors. The firm also offers investment advice to trusts, estates, charitable organizations, and various business entities.
With a management philosophy focused on active portfolio strategies designed to enhance and protect wealth, RSW Investments emphasizes tax-efficient strategies that extend beyond tax-exempt bonds. The company prioritizes proactive communication with clients, ensuring direct access to its management team.
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