Our History
RWA Capital is the product of three investment advisors uniting—Adviser Investments, Braver Wealth Management, and Polaris Wealth Advisory Group.
Founded in 1987, Braver focused on risk control from the beginning and first created proprietary tactical strategies more than 30 years ago. We have since continued to revamp and revitalize our tactical investment strategies under the leadership of our long-standing team of portfolio managers: Charles Toole, Steve Johnson and Josh Jurbala, who have been with the firm for a combined 37 years.
Adviser Investments was founded in 1994 by Chairman Dan Wiener and Dan Silver with a vision of creating a commonsense money management company. The firm started with a single account worth $140,000. Chief Investment Officer Jim Lowell joined Adviser Investments in 1997, and the firm reached the billion-dollar milestone in late 2006, 12 years after our founding.
Polaris Wealth Advisory Group was founded in 2011 and began offering comprehensive financial planning and tactical investment management along with financial education to help clients across the nation achieve better financial outcomes.
Today, RWA Capital combines what we believe to be state-of-the-art financial planning capabilities with tactical investment product offerings and full-service wealth management. The company has over $15 billion in assets under management.
RWA Capital offers our proprietary tactical and fundamental strategies to institutions, registered investment advisors and turnkey asset management platforms (TAMPs).
RWA Capital is an unincorporated division of RWA Wealth Partners, LLC. Prior to March 1, 2024 RWA Capital operated under the name AI Capital. Prior to January 25, 2021, Adviser Capital operated under the name Braver Capital Management, which operated as an unincorporated division of Adviser Investments, LLC, from February 1, 2017, to January 25, 2021.
RWA Capital is the product of three investment advisors uniting: Braver Wealth Management, Adviser Investments and Polaris Wealth Advisory Group. Together, they are now known as RWA Wealth Partners.
Founded in 1987, Braver focused on risk control from the beginning and first created proprietary tactical strategies more than 30 years ago. We have since continued to revamp and revitalize our tactical investment strategies under the leadership of our long-standing team of portfolio managers: Charles Toole, Steve Johnson and Josh Jurbala, who have been with the firm for a combined 37 years.
Adviser Investments was founded in 1994 by Chairman Dan Wiener and Dan Silver with a vision of creating a commonsense money management company. The firm started with a single account worth $140,000. Chief Investment Officer Jim Lowell joined Adviser Investments in 1997, and the firm reached the billion-dollar milestone in late 2006, 12 years after our founding.
Polaris Wealth Advisory Group was founded in 2011 and began offering comprehensive financial planning and tactical investment management along with financial education to help clients across the nation achieve better financial outcomes.
Today, RWA Wealth Partners combines what we believe to be state-of-the-art financial planning capabilities with tactical investment product offerings and full-service wealth management. The company has over $15 billion in assets under management.
RWA Capital offers our proprietary tactical and fundamental strategies to institutions, registered investment advisors and turnkey asset management platforms (TAMPs).
RWA Capital is an unincorporated division of RWA Wealth Partners, LLC. Prior to March 1, 2024, RWA Capital operated under the name Adviser Capital. Prior to January 25, 2021, Adviser Capital operated under the name Braver Capital Management, which operated as an unincorporated division of Adviser Investments, LLC, from February 1, 2017, to January 25, 2021.