Products & Services

 

IWP Portfolio Audit™

A one-time comprehensive portfolio analysis to assess the holdings based on a defined screen set.


IWP Database for Advisors™

A subscription service for financial advisors that allows them to screen the holdings of their clients’ portfolios.


IWP Exclusion Lists™

Ongoing portfolio analysis of holdings via an exclusionary screen-out list based on a defined screen set.


IWP Concierge Service™

White glove comprehensive service to build a custom screen set and assess portfolio holdings accordingly. Proxy voting of all portfolio holdings is also included.


IWP Product Licensing™

A collaborative partnership that allows the use of our FFV and IWP brands. We work together to develop products and grow assets under management.


IWP Proxy Voting Service™

Annual proxy voting of all portfolio holdings based our proprietary “IWP Capital Proxy Voting Guidelines”. Corporate engagement is also utilized when appropriate.


IWP Custom Proxy Voting Service™

Annual proxy voting of all portfolio holdings based on your custom-developed proxy voting guidelines. Corporate engagement is also utilized when appropriate.