Founded in December, 2007, TRW Investments offers separately managed account equity management programs with an eye towards risk management.
With more than two decades of experience in the financial services industry, Walsh held senior posts since 1986 at E.F. Hutton/Shearson, Lehman, Hutton; Paine Webber; and Merrill Lynch. In 1997 he formed his own practice through LPL Financial Services. Walsh created TRW Investments to better serve his growing client base by providing advanced technological capabilities and focused risk management strategies. Fidelity Investments handles all logistical, domiciling and trading needs.
The new Orange County office is located at 450 Newport Center Drive., Suite 440, Newport Beach, CA 92660. Company headquarters are at 300 S. Grand Ave., 24th Floor, Los Angeles, CA 90071. Phone (800) 343-0449. Email: