PW Capital Management, LLC is Pennsylvania Registered Investment Advisor and was established to offer High Net Worth portfolio management to help families preserve the wealth they worked hard to create. We target High Net Worth individuals who understand the growing threats of today's world and are looking to try to protect that wealth but still earn a return on that wealth.  Using more than 20 years of institutional equity experience combined with various hedging techniques, PWCM tries to protect against the downside of market volatility while still generating moderate returns.

 About Us

Prior to the founding of PW Capital Management, LLC, Mr. Irons developed the investment strategy that he currently employs managing several accounts of his own money over the past 3 years.   

Previously, Mr. Irons worked for 19 years for a Global Top 25 investment management firm. His roles included equity analyst and portfolio manager for many multi-billion dollar portfolios.  He was the portfolio manager for several value and core stock mutual funds and balanced mutual funds (fixed income/equity in one fund).  In addition to his investment responsibilities, Mr. Irons was Chair of the Ethics Committee and served on the Equity Research Analysts Review Committee.

Mr. Irons earned his MBA from the University of Chicago School of Business, with Honors and he earned his undergraduate degree from The Wharton School of Business at the University of Pennsylvania, cum laude.  Mr. Irons also holds the Certified Financial Analyst (CFA) designation.

Experience

Who are we?

PW Capital Management, LLC was founded in July 2015 by Steven Irons who is the sole owner.  Mr. Irons retired from his prior firm in June of 2012 as a partner after 19 years with the firm.  Mr. Irons was under a non-compete agreement for the 3 years from the time of his retirement to the founding of PWCM.​