Who We Are
Outside media coverage, recognitions and articles where WWM and members of our team are featured.
July 29, 2026 · Reuters
As investors weigh whether the enormous sums being invested in artificial intelligence will ultimately translate into stronger returns, Matthew Smart, Chief Investment Officer at WWM Investments, recently shared his perspective with Reuters on what the market is watching as major technology companies report earnings.
The article examines growing investor scrutiny around AI spending, particularly as companies such as Microsoft and Meta continue to invest heavily in infrastructure and computing capacity. Smart highlights the importance of looking beyond headline spending figures to the underlying business results— including advertising growth, improved efficiency, user engagement, and the returns companies are generating from those investments.
His comments reinforce WWM’s broader approach to investing: looking past short-term market reactions and focusing instead on business fundamentals, execution, and whether major investments are creating sustainable long-term value.
July 23, 2026 · WealthManagement.com
As concentration risk grows within major indexes, Matthew Smart, Director of Financial Planning and Portfolio Analysis at WWM Investments, recently shared WWM’s approach with WealthManagement.com to helping clients build more intentional, diversified portfolios.
The article examines how investors can appear diversified across multiple ETFs and mutual funds while still holding significant exposure to many of the same large-cap stocks. Smart explains that WWM often favors individual stocks and direct indexing, which can give advisors greater flexibility to tailor portfolios around each client’s risk tolerance and objectives. As Smart puts it, “Diversification isn’t about how many stocks you own. It’s about how many independent sources of return you own.”
The piece also highlights WWM’s use of strategies such as structured notes to provide defined downside protection and enhanced income opportunities. Together, these approaches reflect WWM’s focus on moving beyond surface-level diversification and building portfolios designed around each client’s specific risks, goals, and long-term financial plan.
November 15, 2025 · CNBC
Matthew Smart, Director of Financial Planning and Portfolio Analysis at WWM Investments, recently shared the firm’s perspective with CNBC on how retail investors are navigating the latest wave of market volatility.
The article highlights the strategies WWM’s team is using to help clients make confident decisions during uncertain markets—from evaluating whether to buy dips or take profits, to implementing disciplined approaches such as dollar-cost averaging and portfolio rebalancing. With insights on diversification, identifying undervalued sectors, and the potential for a year-end rally, the piece underscores how thoughtful guidance can help investors stay grounded and positioned for long-term success.
September 2, 2025 · InvestmentNews
Matthew Smart, Director of Financial Planning and Portfolio Analysis at WWM Investments, recently shared the firm’s insights with InvestmentNews on the opportunities and challenges of serving international clients.
The article highlights how WWM’s team supports individuals and families in navigating the complex landscape of cross-border wealth management. From tax considerations to regulatory compliance, the firm offers tailored strategies designed to meet the unique needs of a global clientele.
April 24, 2025 · Barron’s
In a recent article published by Barron’s Magazine, Matthew Smart, Director of Portfolio Analysis and Financial Planning at WWM Investments, shares his perspective on the role of gold and silver in a well-diversified portfolio. He explains why these metals can serve as emotional stabilizers for investors and how WWM Investments strategically incorporates them into client portfolios.
April 24, 2025 · Forbes
We’re proud to share that WWM Investments has once again been recognized by Fortune Magazine’s Custom Manager’s Black Book of 2025 Top Wealth Advisors as well as Forbes’ 2025 Best-in-State Wealth Advisors in the High Net Worth category.
Recognition
Recognition
