West Capital Management

Description

• West Capital Management was founded in 1994 based upon the principles of objective research, fee-only investment management, complete disclosure and superior client service. West Capital Management is an SEC-Registered Investment Advisor and we do not sell any in-house or proprietary products. West Capital Management is committed to making our clients lives easier by taking care of all of the intricacies that wealth requires. We understand that wealth is more than money. Wealth is personal: it reflects your values, creates a lifestyle, and helps to achieve future goals. It requires sophisticated investment advice, as well as a deep personal understanding of your needs. West Capital Management believes that all of our clients are deserving of unbiased advice, independent thinking, a dedicated family office and the best ideas in the business. Our Services:- Dedicated Team of Investment Professionals- Customized Investment Policy Statement- Portfolio Stress Testing- Capital Allocation, Capital Location- Manager & Strategy Selection- Account Aggregation- Organization of Family Education Meetings- Estate Planning- Tax Planning- Pension Services & Design- Philanthropic Planning- Corporate Trust Services- Quarterly Client Meetings- Custodial Reports Sent Directly from 3rd Party Custodians- Private Website Access Client Profile:- Individuals & Families- Business Owners- Institutions- Trusts
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  Headquarters:1818 Market Street , Philadelphia, Pennsylvania, United States

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  Phone Number: +1 215-731-1820

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  Website: https://www.westcapital.com

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  Employees:13

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  Revenue:$10 - 50M

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  Legal Name:West Capital Management

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• |  NAICS Code: 523930  |

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