What We Do

We were looking for a management style that would reduce portfolio volatility and generate long-term stable growth. And we found it with Cameron’s pragmatic, no-nonsense approach to investment strategy.

Graham, more recently joined by Susan, has been our financial advisor since 2006 and we moved to PWL with him in 2010. Graham’s ability to analyze each client’s situation, preferences and needs seems outstanding to us.

Honest, knowledgeable information. There is a big focus on teaching the basis for their decisions instead of just saying what they will do.

Cameron has taught me a lot about how to invest my money in smarter ways. He took time to teach me how stock markets work and where stock market returns actually come from, instead of just suggesting specific funds and products to buy. I have never had another financial advisor that is this dedicated to their clients understanding of money and financial planning.

I take great comfort in the rational, professional and personal services provided by Nancy Graham and PWL Capital. This firm is not about speculation or hot tips. They take the time to explain how their portfolios are built, the research that supports their approach and most importantly they take the time to understand you and your family. As a professional accountant, I respect the integrity of their process and the logic of their philosophy. If you are looking for investment advice I suggest that spending an hour with Nancy, a portfolio manager at PWL, would be a good investment of your time.

I have had a long and great experience with dealing with PWL.

They provide simple, sound advice without any pressure to buy a specific product.