Each of IWM's Portfolio Managers works directly with the client to establish short- and long-term goals for collecting and cellaring and to determine the client's objectives in terms of palate and cost. Portfolio Managers also introduce clients to a wide variety of styles and types of wines from different regions of Italy in order to help them expand their general knowledge of Italian wine. Part of what sets IWM apart from other brokers and retailers is not what it does carry but rather what it does not carry: Sergio and IWM eliminate the river of mediocre wine flowing from Italian cellars (roughly 95% of overall production) and carries only the top 5% in terms of quality. Through this meticulous selection, IWM helps clients to create and manage a balance of Cult Wines and "Undiscovered" Producers together with classics.

For the collector, IWM extends this approach outside of Italy with our Cellar Management program. Your Porfolio Manager will analyze your collection and develop personalized buying strategies for non-Italian wines with the same painstaking attention to quality, rarity and provenance. 

Like a financial analyst or trusted stockbroker, an IWM Portfolio Manager develops a palate profile for every customer based on discussion and a purchase overview. IWM believes that a balanced portfolio should include:

• everyday wines (currently drinkable wines)
• wines to lay down (collectable bottlings, for cellaring)
• wines to impress (wines for entertaining)

Every customer at IWM is guaranteed hands-on, proactive personalized attention from a Portfolio Manager, including a free consultation. Services are tailored to meet the client's needs and objectives, whatever they may be—from the winelover who is just beginning an exploration of Italian wines to the experienced collector with a well-established cellar. IWM Portfolio Managers maintain customer histories and notify their clients when favorite or new, exclusive arrivals are expected. As is the case for all of IWM's offerings, the condition of every bottle—current releases and vintage wines—is guaranteed by IWM’s temperature-controlled storage.

Wine Portfolio Managers & Buying Objectives:
In Europe, the trusted source for fine wines is the traditional specialty merchant. At IWM, we continue this tradition through our Portfolio Management services.

Our Portfolio Managers are well-versed in Italian wines and the process of collecting fine wines. They will share with you their extensive knowledge in the following areas:

• Promising Wine Futures
• World-Class Producers in International and Traditional Styles
• Cult Wines
• "Undiscovered" Producers
• Vintage Characteristics
• Regions and the Official Classification System
• Assuring Quality for All Purchases
• Service and Storage of Wines

• Cellar Selections
• Rare Wines
• Futures & Resell
• Special Event Wines
• Everyday Wines
• Price Point