Group W Investment Management Overview

Founded in 2003, Group W Investment Management LLC is a fee-only, registered investment advisor providing portfolio management services and consulting to individuals and institutions.

Frederick Maxted, CFA is the founder and principal of the firm.

Investment management and advice is based solely on the client’s objectives and tolerances, not on sales commissions, bonuses, referral fees or any other factors that could lead to conflicts of interest.

Group W Investment Management and its principal are bound by the CFA Institute Code of Ethics and Standards of Professional Conduct which require all members to place clients’ interests ahead of their own.