WestFuller provides bespoke investment advisory and wealth management solutions for values-aligned institutions and families*. The firm represents a new class of values-centered investment adviser – guiding with deep investment expertise, a commitment to enduring systemic change, and diverse leadership that creates long-term value.
*As of September 1, 2021, WestFuller oversees nearly $1 billion in assets under advisement.
As fiduciaries, the firm brings an innovative, evidence-based lens to investment advisory and investment management services. We collaborate closely with clients to design custom strategies, based on a deep understanding of needs, goals, aspirations, and social impact targets.
WestFuller specializes in Sustainable, Responsible and Impact-focused advisory solutions for today’s leading foundations, non-profits, institutions and families.