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RWR Investments

a boutique private investment firm

Firm History

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 principals have invested in and managed a variety of asset classes including: long-only public equity, fixed income, private equity, hedge funds, real estate and oil and gas.

The Firm’s primary focuses are on preserving and growing capital, providing operational support and effective governance for its clients.

Firm Objectives

Plan

We create a vision with the client by looking at the past, the present and planning for the future. 

Organize

We help determine the correct legal, financial and governance structures so clients can accomplish their long term objectives.

Execute

We execute client’s plan after thorough consultation.

Manage

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.

Risk-Adjusted Returns

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.

Investment Selection

We select public and private investments using a proven process that focuses on qualitative and quantitative factors.

Risk Management

We believe managing risk is the single biggest factor in preserving and compounding capital over the long term.

Why Partner With Us

Alignment of Interests

We typically only promote investments and managers we have invested in ourselves.

Specialty Service

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.

Financial Pedigree

Our leadership has 50+ years in combined experience on and off Wall Street in accounting, investment banking, management, private equity and hedge funds.

RWR Investments

1901 N Akard St.

Dallas, TX 75201

214.308.1970

© 2020 RWR Investments LLC. All rights reserved.

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