Values


Who We Are


History

CWC Advisors was founded in 2000 along with its parent company, Cleland Woolworth Capital Group. Initially, CWC Advisors focused exclusively on providing portfolio management service to high net worth individuals. Within a few years its performance relative to peers began to attract the interest of Institutional Investors. In 2009, CWC Advisors officially expanded its portfolio management services and began managing institutional accounts investing in CWC’s Small Cap portfolio. CWC Advisors recently took the next step in the company’s growth by starting its first mutual fund, the CWC Small Cap Aggressive Value Fund, ticker symbol CWCRX.

Mission

Our Mission is to exceed our client’s expectations by providing sound investment advice tailored to specific needs. We excel at offering a platform of diversified investment products ranging from Separately Managed Accounts, ETF Portfolios and Alternative Investments. At CWC Advisors, our portfolio management team creates and manages globally diversified portfolios for Individuals and small cap portfolios for Institutions.


Why Choose CWC?


Research Driven


Our portfolio management team deploys a research driven process that focusses on identifying undervalued assets in the marketplace. Our value driven philosophy helps create portfolios that are sustainable through market cycles.

Client
Service


We are always available to help our clients. Risk tolerance determination, asset allocation, financial projections, retirement planning and estate planning are some of the services we provide our clients. We provide all clients with their own login credentials so they can view accounts on their desktop or handheld devices.

Custom Portfolios


We offer customized investment portfolios based on your specific needs. All investment options are available to everyone whether you are looking at separately managed accounts, ETF’s or Alternative Investments.

Meet Our Team

The Exceptional Portfolio management team combines 100 years of portfolio management and technology industry experience. Together we create diversified portfolios for individuals and families

THANE CLELAND

Chief Executive Officer and Chief Investment Officer

Thane Cleland coordinates all investment decisions for the firm. Prior to founding CWC in 2000, Thane was the Director of Marketing and Client Service for The Crabbe Huson Group. His professional experience spans more than 29 years in the investment industry. He has a broad range of experience including successful generation and management of institutional and advisor accounts, portfolio management, corporate management and operations. Thane received a Bachelor of Arts degree in Economics from the University of Washington.

GARY WOOLWORTH

President

Gary Woolworth is responsible for all client relationships and operations. Gary began his career at Marsh & McLennan Companies. He joined Smith Barney where he worked as a financial consultant and later helped form Auxier Asset Management. Gary graduated from Oregon State University with a Bachelor of Science Degree in Business Marketing. His professional focus spans 21 years with an emphasis on the delivery of quality customer service to high net worth individuals and institutions.

ERIC HAMILTON, CFA

Portfolio Manager

Eric Hamilton is responsible for stock selection and portfolio management. Prior to joining CWC, Eric was a contrarian/relative value research analyst with Columbia Management Group covering all business sectors of the economy with an emphasis on Technology and Biotechnology. Prior to that he was a research analyst and trader with the Crabbe Huson Group in Portland, Oregon. Eric graduated from Portland State University in 1994 with a Bachelors of Arts degree in Finance Law. He received the CFA designation in 2007 and is currently a member of the CFA Society of Portland. Eric has 20 years investment experience.

CHERRIE PRINZ

Portfolio Manager

Cherrie Prinz is responsible for stock selection and portfolio management. Prior to joining CWC she was a technology research analyst at D.A. Davidson & Co. Cherrie has more than 20 years experience in the high tech industry in numerous engineering and management positions at Intel Corp. and Synopsys Inc. Cherrie graduated from Oregon State University with a Bachelor of Science degree in Mathematics and Computer Science, and earned her MBA at Harvard University. She was ranked by Forbes.com as the nation's #2 stock picker in the Semiconductor and Semiconductor Equipment sectors for 2004. She has 15 years investment experience.

DIANE LANDGRAF

Office Manager & Trader

Diane Landgraf brings to the Fund team an extensive knowledge of institutional trading, operations, and client services. From 1991 to 1999 she was head of securities trading at Crabbe Huson Company where she oversaw the buying and selling of assets for the large and small cap portfolios valued at more than $5 billion. Diane has 18 years experience in the investment management industry. She is a graduate of the University of Arizona with a Bachelor of Arts in Communications.