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.