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MW Investment Strategy Group is an independent, fee-only, Investment Advisor based in Healdsburg, CA. Our firm manages assets for a select number of clients in California, Utah, New Mexico and New York. As of Dec 31, 2005, we had more than $20 million in client assets under management. Client accounts are held at Charles Schwab & Co. Our current account minimum for new client relationships is $500,000.
MW Investment Strategy Group is registered as an Investment Advisor with California's Department of Corporations. The President and sole shareholder of the corporation is Martin Weil. Mr. Weil has thirty-one years of investment experience in both the equity and real estate markets. Mr. Weil did his undergraduate work at UCLA, and received his MBA from the John E. Anderson Graduate School of Business Management at UCLA.
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