Company Overview
- Headquarters
- Charlotte NC
- Website
- firstwardcapital.com
- Employees
- 3
- Founded in
- 2016
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is First Ward Capital Management
First Ward Capital Management (FWCM) is a United States-based investment firm headquartered in Charlotte, North Carolina. Founded in 2016, the firm is a relatively small operation with 5 to 9 employees. FWCM boasts a proven track record, stemming from the experience of its founders who previously worked at Round Table Investment Management, a registered investment advisor managing over $1 billion in assets. FWCM offers a global macro strategy, investing in major liquid asset classes through a quantitatively driven approach. Their unique methodology blends empirical rigor with the flexibility of discretionary capital allocation. This blend allows them to capture opportunities presented by both quantifiable and less quantifiable market factors. The firm believes its integrated approach will result in low beta investments across various asset classes over a full market cycle. By combining quantitative and discretionary elements, FWCM aims to deliver consistent performance while mitigating risk. For more information about First Ward Capital Management and its investment strategies, please visit their website at firstwardcapital.com.
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3M | 1 | Scottsdale, AZ | 2012 | |
3M | 6 | Dallas, TX | 2014 | |
3M | 3 | Urban Honolulu, HI | ||
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3M |