Our
Insights
and Ideas

How we help

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Wealth and Investment Counseling for Individuals, Families, Trusts and Foundations
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Investment Policy Formulation, Portfolio Management
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Family Governance, Trustee Counsel, Liquidity and Risk Management

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Services

Meet our team

Fiduciary Wealth Partners specializes in holistic investment counseling, family office governance, and integrated wealth planning.  What sets us apart is what we call our experiential IP.  Our Managing Partners, Preston McSwain and Jamie Cornell, each bring over 25 years of experience in the investment management, trust, private banking and family office spaces.  The practical experiences of our complete FWP team, combined with our Research Roundtable partners, is focused on helping clients translate complex terms, products and solutions to enhance positive outcomes and bring Transparency, Simplicity and Peace of Mind.

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"We want to make positive impacts for the lives of our clients, the professionals that we work with, and the communities that we live in"

Our Insights and Ideas

Is Top Manager Performance A Random Walk?
What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
Questioning the Illiquidity Premium
Should investors discount the possibility of an illiquidity premium – potentially significantly?
Staying Disciplined and Avoiding Unforced Errors
The track records of many successful professionals can be attributed to keeping it simple and avoiding unforced errors