Portfolio Management – SWP Financial Advisor Pro

Priya Raghunathan

Director of Investments · CFA

Sets investment policy, oversees the model portfolios and runs the rebalancing programme.

Chicago, IL

Take the first step toward a clearer financial strategy

Our advisers are available Monday through Friday, 8:00 am to 6:00 pm Central. The introductory consultation is complimentary and carries no obligation.

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Client reviewing market pages ahead of an advisory meeting