Westover Capital Advisors, LLC Company Profile

Westover Capital Advisors, LLC is a, fee-only money management firm. Asset management is what we do. We do not make commissions on the sale of stocks or bonds. 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.

We’re Small Enough to Provide Personalized Attention to Every Client

At Westover we pride ourselves on personal and individualized client attention. We have elected to remain a family-owned and managed boutique so we can know and execute each client’s financial goals and objectives in a personal, confidential and one-on-one basis. Each client and account represents a particular and distinguishable combination of risk and reward, and for that reason we do not offer a “mutual fund approach” to investing, where one size would fit all.

We Monitor the Markets and Economy to Achieve Our Client’s Goals

Managing significant portfolios requires a comprehensive and balanced investment approach. We select and manage stock and bonds in “long only” accounts for our clients, using individual equities, fixed income securities and ETFs as our instruments of choice. The relationship we have established with our clients permits us to select what we believe are the most appropriate investments, molding the specific portfolios to meet the individual goals of each client as well as seeking to optimize them for long term performance.

WCA Uses Both Strategic and Tactical Investment Philosophies

Westover typically invests clients’ equity portfolios for what we call the “long term” - three to five years - with what we call our “Core” holdings. These are large, blue chip, cash rich, and dividend paying companies with strong balance sheets. We then lattice those holdings with what we call “Tactical” holdings which are companies which we anticipate, relative to the Core holdings, will have momentum and growth possibilities, 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 equity investment philosophy.

WCA has a Modest Investment Threshold for Preserving and Growing Client Wealth

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 five hundred thousand dollars ($500,000) or more to entrust with us, although on occasion we work well with clients who have less to invest than that threshold.

Additional Wealth Management Services

Westover offers a host of other services which many clients find useful. These include estate planning matters, trustee services, retirement planning, charitable giving strategies, tax planning, as well as bill paying services. For a no obligation analysis of your portfolio or to confidentially discuss your affairs, call us at 302-427-9600.

Company Biographies

H. Murray Sawyer, Jr
H. M. Sawyer, III