Investing With Us
Everyone at WestEnd Has Worked At or With Large, Well-Respected Wealth Management Firms
Yet, we all arrived at the same conclusion—there has to be a better way to balance client service with strong returns. It’s possible to have both.
We base our client relationships on three principles:
Commitment to being available and responsive, no matter what the issue.
Communicating with our clients
in the most transparent
way possible.
Challenging ourselves to do more and deliver better performance, even when we’re doing well.
Direct Access to Your Money Manager
At most investment firms, clients work with a “dedicated point of contact” or a financial advisor, while the Investment Committee remains out of reach.
Not at WestEnd. Every client has direct access to the decision-makers .
We hold quarterly roundtable conference calls for our clients, reviewing holdings and answering questions. And, of course, we are always available by phone or email to discuss your investments or financial planning needs.
“You can pick up the phone and call any of the partners with any questions, comments and thoughts. I’ve never had that in a money management situation. I’m not a whale, but I have that access.”
- Jamie B.
WestEnd Capital Management client
Clear Communication of Ideas and Strategy
Every quarter, we send clients a report detailing elements of our strategy, our decision-making process, and our views on the markets. We also hold quarterly calls to discuss the positions in the portfolio and insights on our current (and best) ideas.
“WestEnd does great outreach to stay in touch with their clients. Their quarterly calls are very helpful”
- Jerry K.
WestEnd Capital Management client
Account Access, Anytime You Want It
All of WestEnd’s clients have their assets custodied at Charles Schwab. Your money is always in your name and in your ultimate control. WestEnd simply has access to make trades and process quarterly management fees. Through Charles Schwab’s website and mobile app, clients can view their portfolio and transactions around-the-clock.
Fee Structure
WestEnd assesses a fee based on the portfolio’s value at the end of each quarter. This way, our interests are firmly aligned with yours—if you do well, we do well.
WestEnd does not charge commissions on trades.
Learn How You Can Become a Client
Get in touch with us today to set up a call, a videoconference, or an
in-person meeting to learn more about our approach and how we can help you reach your goals.