HWM Strategy Review- 2016

Below is a list of various strategies we employ at HWM and how they performed in 2016. I've also included a high-level description explaining their performance and the main factors impacting them in 2016.

 

Please note that each account is customized to meet objectives, risk tolerances, and liquidity needs so not every account holds every strategy. Also, these are full-year performance numbers and actual performance may differ if the investment was not held the entire year.

Please feel free to reach out with any questions and/or share your thoughts!