Wealth Management and Investment Counsel

Founded in 1999, Westover Capital Advisors, LLC combines fundamental and technical stock and bond analysis with accessibility and focused client contact. Our emphasis and focus is on providing conservative, long term portfolio management to individuals and institutions in the Washington-New York corridor as well as across the nation.

Westover Capital Advisors, LLC is a national SEC-registered, private asset and wealth management firm located in Wilmington, Delaware. By philosophy, we have elected to remain small in order to know and execute each client’s financial objectives in a personal, confidential, and one-on-one basis.

Westover’s investment philosophy is based on examining and identifying macro, long term economic trends rather than on reacting to the daily “noise” emanating from the whims of the market. We believe that stocks and bonds are the best way for long term investors to satisfy their investment goals and aspirations. Accordingly, we focus our efforts and energy on identifying the most appropriate securities for each of our client’s portfolios.