A Strategic and Custom Approach to Investing

Creating the Right Balance for Our Clients

Investment Philosophy

Many firms deliver advice based solely on financial data or template strategies, ignoring the psychological and emotional context of a client’s mindset. This is not only incomplete, it’s dangerous.

Our forward-looking process is built upon past experience.

Since our inception in 1987, Wescott has been forward-looking in our investment philosophy, as proven by our open architecture, multi-manager (passive and active), tax-sensitive approach to manage various risk exposures in order to protect and grow our clients’ wealth.  Today, Wescott is proud to carry its progressive investment approach forward through its commitment to environmental, social and governance (ESG) issues. We provide industry leading, customized ESG investment portfolios to fulfill our clients’ ethical ideals and financial goals.

Bespoke Portfolio Management

Our approach to portfolio management considers your unique situation and goals, while also incorporating a methodical and opportunistic investment strategy.

We provide customized portfolio design to address liquidity needs, manage distribution requirements and monitor allocation and rebalancing. We also provide each client detailed analysis and comprehensive performance reporting.

Active and Passive Management

We take an active and passive approach to create a more durable, dynamic and opportunistic portfolio.

We couple the active management of stock selection with a passive strategy approach, which allows us to control risk and enhance our ability to outperform benchmarks. We diversify our portfolios with regard to geography, asset class and style; and align closely with the Nobel Prize-winning thought leadership pioneered by University of Chicago Professor, Eugene Fama, and put into practice at Dimensional Fund Advisors.

We work with some of the market’s top independent and proven portfolio managers whose unbiased opinions are unique from—but in concert with—those of Wescott. Together, this shared commitment between Wescott and our hand-picked managers, along with portfolio diversification, can deliver success across all market cycles.

Award-winning investment research

Wescott’s success has been built on strategic portfolio management backed by exhaustive market research and years of insights, rooted in academic and economic foundations.

Our Investment Research Group is tenacious and learned. They study investment and market research, monitor ongoing trends and conditions, and closely watch domestic and international news potentially affecting client investment portfolios.

Our investment advisory services include:

  • Customized strategic asset allocation
  • Ongoing investment manager selection
  • Monitoring and performance measurement
  • Performance and transaction analysis
  • Market research, perspectives and reports on strategic investment topics

We take full advantage of our access to managers not available to retail investors. Our team performs due diligence on investment managers and investment vehicles currently approved or anticipated for use in our clients’ portfolios.

Our investment advisory services do not sell or promote any investment or insurance product. None of the managers are in Wescott’s direct employ, which allows us to objectively and quickly make changes necessary to protect the investment vehicle.

A History of Advice

Our approach, along with our market outlook, is rooted in academic and economic foundations, exhaustive market research and decades of insights. We combine passive and active management to capture both the rational and irrational facets of the market.

During countless market cycles and periodic extremes, we are grateful for and very proud of the confidence that our clients place in us, our strategy and our conviction to stay the course.

We are pleased to share our most recent economic and market outlook.  We hope that it contextualizes the thoughts underpinning Wescott’s 30-plus years of investment results and recommendations.

View our recent market outlook.

Download our Award-Winning Investment Advice