Institutional-grade equity research, for individual clients.
We independently model and value every company before putting your capital at risk.
Most wealth managers don’t. That’s the difference.
What POMWM actually does.
Most wealth managers buy the same funds, recommend the same allocations, and read the same sell-side research everyone else reads. The work is interchangeable, which is why most clients can't tell their advisor apart from the next one.
We do something different. We produce original equity research — the same kind we wrote for institutional investors at UBS — and we apply it to individual portfolios. Every position in a client account is one we've modeled, valued, and developed conviction about. We can explain why we own it in plain English, on demand.
Recent published work includes a strategic brief on Nike's Greater China business, distributed to Nike investor relations and senior management. Quarterly financial models on companies like CATL, UPS, Lumentum, Nvidia, Hermès, and Novo Nordisk. Industry-wide research on synthetic fertilizer pricing and the global semiconductor supply chain.
Our clients see all of it. They get the actual research, the underlying models, and the conviction behind every position they own. If you want to understand your portfolio rather than just delegate it, this is what that looks like.
Wall Street experience. Main Street values.
POMWM was founded by Eric Crawford, CFA — a former Director and equity research analyst at UBS Investment Bank. His coverage included Machinery and Engineering & Construction companies, including Caterpillar, Deere, Cummins, Quanta Services, United Rentals, and Trinity Industries. He was the primary author of a collaborative global analysis on commercial vehicle electrification, that was one of the most-read UBS Americas research reports of 2021.
After 12 years writing research for institutional clients, Eric founded POMWM to do the work for individuals — clients who would actually read the analysis and engage with the thinking behind their portfolio. That's the practice POMWM is built around.
We are a fiduciary. We do not sell products. We do not earn commissions. Our only mission is being a steward of your capital — and the only way we know how to do that is to do the research ourselves, every time.
Is this the right fit?
We work with clients who want to understand their money — not just delegate it.
If you'd rather a quieter, hands-off advisor who handles things in the background, there are excellent firms for that, and we're happy to point you toward people we respect. That's not us.
If you want an advisor who can explain — in detail, with conviction — why every position in your portfolio is there, and who treats you as someone capable of engaging with the analysis: we should talk.