At WestEnd investing is a three part system, beginning with what you want and then working to promote those goals, this can be seen in three main ways:

Consultation and Preliminary Goals

An initial consultation with the client and one of the portfolio managers occurs to determine investment needs and risk profiles. Once clients needs and wishes have been determined, we decide upon an investment strategy for each client.

Understanding Investments and Research Methodology

Our investment decision are driven by a combination of general economic research, specific company research that can include company visit, discussions with management, input from trusted brokers and general market information. Specifically, the focus is on: economic research, company research, broker reports and market information.

Investment Strategy

This chart sums up our investment strategy and practice. WCM can invest in any stock, and we do not require a minimum liquidity or market capitalization. WCM can invest in foreign shares (provided they trade in the US) so that we do not assume currency risk. We have set up stringent buy and sell disciplines. There are different levels of diversification for individual accounts: value/growth (so that we can participate in all market trends regardless of what is driving them), sector/industry allocation, market capitalization and individual stocks. WCM constantly monitors its holdings to see if reallocation is necessary.