Westfuller provides investment advisory and wealth management solutions for values-driven institutions and families.
We are a new class of investment advisor – guiding with deep investment expertise, maximizing assets for enduring systemic change and leveraging diverse perspectives to create long-term value.
As fiduciaries, the firm brings an evidence-based lens to investment advisory and management services.
We collaborate closely with clients to design custom strategies based on the deep understanding of their goals, aspirations and social impact targets.
Sustainable, Responsible and Impact-Focused solutions are at the core of Westfuller’s investment advisory and wealth management services for values-driven foundations, non-profits, institutions and families