Firm at a Glance
FIRM TYPE
Asset Manager
LOCATION
Columbus, OH
FOUNDED
2015
AUM
$100m - $500m
FOCUS
Equities
STRATEGY
Growth
PRODUCT FOCUS
Separately Managed Account
Overview

SWS Partners is a registered investment advisor that focuses on using technology to deliver contemporary asset management and financial planning solutions to high net worth individuals, family offices, endowments, foundations, and other institutions. We believe that by emphasizing the application of modern technologies, we can create broad efficiencies and deliver better outcomes to clients.

Leadership
Frank Parker, SWS Partners
Frank is a reformed broker, reborn through the use of automation and technology to help improve client outcomes. A 15-year veteran of the investment management industry, he believes most clients are ...
Michael Parker, SWS Partners
Proven track record and a passion for portfolio management, coupled with a rigorous institutional risk management framework.
Phil Kessler, SWS Partners
Phil is a reformed attorney that has utilized this background to build a multidisciplinary career in financial services. A 20-year veteran of the investment management industry, he believes that ...