Westover Capital Advisors, LLC is an SEC-registered, fee-only money management firm. Asset management is what we do. We do not make commissions on the sale of stocks or bonds. There are no hidden agendas when WCA selects securities and fixed instruments for our clients. Our interest and our client’s are one. We spend our time sweating the details of each and every portfolio selection for each and every client, each and every month. Our Internet access lets us review those portfolios daily.
The distinguishing elements of WCA’s money management are as follows:
WCA prides itself on our personal and individualized client attention. By philosophy, we have elected to remain a small boutique in order to know and execute each client’s financial goals and objectives in a personal, confidential and one-on-one basis.
Managing significant portfolios requires a comprehensive and balanced investment approach. WCA applies strategic and tactical equity selections both by sector and asset class and, where appropriate, diversification among various fixed instruments, including corporate and government bonds as well as preferred securities.
Unlike the vast majority of much larger money managers who adopt one investment philosophy and fit each client into that particular style, WCA believes that round pegs need round holes while square pegs need square holes.
WCA typically invests clients’ equity portfolios for a longer period of time - three to five years - with what we call our “Core” holdings. These are often large, blue chip, cash rich and dividend paying companies with strong balance sheets. However we lattice those holdings with what we call “Tactical” holdings which we anticipate, relative to the Core holdings, will have a greater momentum and growth possibility and whose capital appreciation is likely to be realized in a shorter period of time, typically something on the order of twelve to eighteen months. The simultaneous application of these two approaches is a hallmark of our investment philosophy.
Westover also provides a broad range of planning and tax strategies, which coupled with strategic asset management, seeks to grow and preserve our client’s wealth. This broad range of services is best suited for individuals, institutions and family groups who have one million dollars or more to entrust with WCA, although on occasion we work well with clients who have less to invest with us.
In addition to providing private asset management services and advice, Westover offers a panoply of other ancillary services which many clients find useful. These include estate planning matters, trustee services, retirement planning, charitable giving strategies, tax planning, retirement planning as well as bill paying. Please do not hesitate to ask for more details about any of these services.
For a no obligation analysis of your portfolio, call 302-427-9600.
| DJIA | 10564.38 | +11.86 | 0.11% |
| Nasdaq | 2340.68 | 0.00 | 0.00% |
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| 10yrbond | 3.701 | -33.309 | -90.29% |
