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Our Investment Selection Process

The MWM process for selecting investments
(Mutual Funds, ETFs, Third Party Money Managers, etc.)

At MWM, we approach each client independently and adhere to a detailed and multi-step process in the selection and recommendations to our clients. This is an ongoing process that is continuously reviewed and updated. Any recommended changes are
discussed with the client(s).

The following is our process and criteria used but is not all-inclusive:

  • Size of client(s) account
  • Liquid net worth of client(s)
  • Fees/expenses, management experience and tenure, track record
  • Risk tolerance of client(s)
  • Goals and objectives of the client(s)
  • Initial and ongoing discussions with client(s)
  • Diversification of money managers
  • Utilizing diversification and low/non-correlation strategies
  • Low volatility strategies where applicable
  • Asset class mix
  • Third party investment research websites and firms (e.g. Yahoo Finance, Morningstar)
  • Broker Dealer approved products, investment screening and research tools
  • Education of investments from Wholesalers on an individual basis and group meetings
  • MWM principals team reviews and discussions at monthly board meetings 

Contact Us
Phone: 847-262-3030
Fax: 847-262-3034  


2700 Patriot Blvd
Suite 250,
Glenview, IL 60026

401 N. Michigan Ave
 Suite 1200,
Chicago, IL 60611

We Offer You
  • Retirement Planning
  • Comprehensive Financial Planning
  • Investment Management
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Wealth Management
  • Business Succession Planning
MWM Brochure
MWM Newsletter

Upcoming Events


Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services offered through Mappa Wealth Management, which is not affiliated with Woodbury Financial Services, Inc.


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

*Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, FL, GA, IL, IN, IA, KS, MI, MN, MO, NV, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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