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 may be 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. Our investment philosophy was created to fulfill a sole objective: to protect and grow our clients’ wealth based on their personal goals and beliefs.
To this day, this philosophy governs all of Wescott’s current investment solutions offered to our clients, which include: Wescott’s Core Offering of global balanced portfolios, our responsible investment portfolios (ESG+Impact), our Exchange Traded Fund, or ETF-only, portfolios and our customized investment solutions implemented using separately managed accounts and alternative investments to meet unique needs of our ultra-high-net-worth clients.
No matter which solutions are utilized in a client’s unique portfolio, Wescott’s Investment and Advisory Teams work diligently to uphold the sole objective of our Investment Philosophy.