Our investment philosophy focuses on avoiding short-term market trends and market-timing pitfalls. We use extensive high technology research tools and undertake fundamental analysis of each stock. We also focus on selecting individual securities that we believe will generate attractive returns over the short, medium or long-term based on investment objectives and risk tolerance. Our individualized investment style means that you can determine when profits and losses are realized which gives you greater flexibility at tax time.

At WestEnd Capital Management, we focus on building accounts tailor made to your specific investment needs. Our investment style is highly flexible and we make every effort to construct portfolios that generate the highest absolute returns as possible. We use a four point guideline for our investment methodology: Integrity, Individualized Management, Understanding the Goals of the Investor, and Diversification.

Integrity

Utilization of previous market experience to make sound decisions and align own investments with those of the clients.

Individualized Management

Create accounts that can be tailored to each client’s needs and exhibit stringent risk management to be able to reach objective of absolute returns for investors in all market conditions.

Goals of the Investor

With both long term capital gains accounts and short term accounts with performance fees, this can allow investors to pick their strategies, in accordance with their risk tolerance.

Diversification

Allocate assets across various strategies in equities or fixed income positions to allow for fluctuations in different sectors of the market.

On the equity side, we may choose to focus on small cap stocks, on undervalued stocks, growth stocks or cyclical stocks, or any combination of these, depending on what investment strategy market circumstances require. On the fixed income side, we may chose municipal or corporate bonds, annuities, money market accounts or any combination of these to achieve appropriate asset allocation. The only constant in our investment philosophy is the amount of research and care that goes into selecting stocks for your portfolio.

It is our aim to protect your assets during market downturns as much as to increase them in upswings.

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