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. We believe that ESG investments are a force for good and a catalyst for change. As a certified B Corp, Wescott’s commitment to being a force for good helps guide us, whether it be managing our clients’ ESG investments or influencing our outreach efforts in the industry and community.