C.W. Henderson & Associates, Inc. is a registered investment advisory firm specializing in the conservative management of tax-exempt municipal securities. Our business philosophy is simple: preserve our clients’ wealth. As a defensive investment manager, our primary objectives are twofold: maximize total returns on an after-tax basis and seek to never have negative total returns in any year.
As of June 30, 2018 C.W. Henderson & Associates, Inc. managed 1,247 separate accounts with combined assets of $3.21 billion. The majority of high net worth clients come to us through consultants, family offices, RIAs or directly. Corporations and foundations also utilize our investment strategy.