Striving for Better Performance—and Better Service—at a Lower Cost
Our 3 Principles of Client Service
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.
At WestEnd Capital, every client has direct access to the decision-makers.
What Clients Can Expect
Clear & Frequent Strategy Updates
We send clients monthly strategy and market updates, and every quarter we create 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 ideas.
Secure Account Access
Every WestEnd client has 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.
Transparent Fees
WestEnd is a fee-only firm, and we assess our fee based on your portfolio’s value at the end of each quarter. We do not charge trading commissions, and we do not receive any commissions on any investments or products. We are not affiliated with any bank or broker.
“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
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.