RWR Investmentsa boutique private investment firm
Founded in 2011 and based in Dallas, Texas, RWR Investments LLC (“RWR” or the “Firm”) was originally created to provide advice and manage the assets of a 6th generation Texas-family.
In 2013, RWR began managing assets for other families through a multi-family office platform. The Firm utilizes the Endowment Model to allocate capital to the following: long-only public equity, fixed income, private equity, hedge funds and real assets.
RWR’s objectives are to preserve and grow capital, provide operational support and effective governance for its clients.
We create a vision with the client by looking at the past, the present and planning for the future.
We help determine the correct legal, financial and governance structures so clients can accomplish their long term objectives.
We execute client’s plan after thorough consultation.
We continue to manage plan for client in order to accomplish long term vision.
Firm Investment Philosophy
Alignment of Interests
We target investments where the managers are investing their personal capital in the opportunity.
We believe that attractive, risk-adjusted returns can be generated by having an effective process that focuses on due diligence, asset allocation, tax efficiency and low fees.
We select public and private investments using a proven process that focuses on qualitative and quantitative factors.
We believe managing risk is the single biggest factor in preserving and compounding capital over the long term.
Why Partner With Us
Our service model is “high touch” and top-down in nature, so clients are always dealing with the decision-makers.
Cost-Efficient Fee Structure
Our fee structure is simple and it provides economies of scale for our clients and compares favorably with competitors.
Our leadership has 50+ years in combined experience on and off Wall Street in accounting, tax and investment management.