Today’s Transformative Financial Strategies, Tomorrow’s Endless Possibility

Individuals

Today’s Transformative Financial Strategies, Tomorrow’s Endless Possibility

Westfuller is committed to cultivating a legacy of financial security and sustainability for you and for future generations. We are your collaborative partners working tirelessly to build, maintain and amplify your assets with your family, your passions and your values held firmly in focus.

We draw from our deep investment expertise and breadth of perspectives to artfully orchestrate multifaceted investment strategies and values-embedded portfolios to ignite progress and possibility in your world.

We are honored to be a part of your journey.

AREAS OF FOCUS

Westfuller is committed to cultivating a legacy of financial security and sustainability for you and for future generations. We are your collaborative partners working tirelessly to build, maintain and amplify your assets with your family, your passions and your values held firmly in focus.

We draw from our deep investment expertise and breadth of perspectives to artfully orchestrate multifaceted investment strategies and values-embedded portfolios to ignite progress and possibility in your world.

We are honored to be a part of your journey.

01

Creating Personalized,
Values-Driven Portfolios

Westfuller’s advisors are responsive, independent fiduciaries focused on building highly-personalized and values-driven portfolios.

We provide direct access to leading investment managers from the public markets as well as hedge funds, venture capital, private equity and real estate investment funds, and we partner with leading custodians such as Fidelity, Bank of New York Mellon, and Northern Trust as well as your preferred custodian. Further, we conscientiously identify and invest in leading, diverse investment managers.

Our advisors are your single point of contact, actively managing your multifaceted investments in partnership with each custodian and communicating with you.

“We partner with leading, global service providers to meet our clients needs including custodians, tax accountants, trust and estate attorneys and Donor Advised Fund platforms. We have experience assisting clients in selecting the custodian that best meets their needs.”

02

Global, Multi-Asset Class Investment Solutions

Westfuller orchestrates individualized global, multi-asset class portfolios tailored to meet your investment objectives, time horizon, financial picture, risk tolerance, values-alignment, goals and liquidity needs. Further, we allocate to alternative investments – hedge funds, real estate, private equity, venture capital and impact venture – for diversification and to support impact-goals.

At the center of our investment solutions is our insightful manager selection. We believe that boutique, emerging, and diverse investment managers offer a compelling investment opportunity and diversity of thought for institutional investors.

Portfolio Construction Process

Assess Allocation

  • Your stated goals
  • Time horizon for achieving your goals
  • Individualized investment strategies
  • Risk tolerance
  • Your stated reasonable restrictions

Portfolio Tailoring

  • A portfolio orchestrated to meet your stated goals and objectives

Investment Management and Supervision

  • Ongoing investment management and oversight of your portfolio and your account as a whole

Alternative Investments

  • Private equity, real estate and hedge funds
  • Introduction to third-party portfolio managers
  • Guidance on structured note investments, foreign exchange forward contracts, and interest rate and equity derivatives

03

Personal Wealth Policy

We devise a Personal Wealth Policy providing for your total wealth as categorized by intended purpose and shared risk-return characteristics specific to your lifestyle, aspirations and your social and environmental impact goals.

Core Considerations

  1. Portfolio diversification
  2. Liquidity
  3. Management of risk
  4. Family dynamics; Multi-generational planning
  5. Values-aligned investing
  6. Impact goals
  7. Philanthropy

Asset & Income Assessment

  1. Investments
  2. Retirement Plans
  3. Insurance
  4. Real estate
  5. Executive compensation plans
  6. Inheritance
  7. Concentrated equity

A Values-Driven, Inclusive and Comprehensive Method Based on Proven Results

Values aligned Investment Process

org1

1. Discovery and Goal Setting

  • Establish client context (history, mission, values, culture)
  • Understand time horizon and risk tolerance
  • Gather financial statements
  • Define client goals and priorities
org2

2. Planning

  • Develop Investment Policy Statement
  • Develop annual strategic plan
  • Develop risk/return budget
  • Define impact goals
org3

3. Asset Allocation

  • Create strategic asset allocation
  • Optimize portfolio returns against liquidity needs, risks, and unique considerations
  • Define critical success metrics for impact investments
org4

4. Portfolio Construction and Manager Selection

  • Identify best practice manager(s)
  • Conduct due diligence
  • Determine how to allocate assets among the managers
org5

5. Implementation

  • Implement/ transition assets into strategic asset allocation
  • Ensure investment guideline adherence
  • Optimize tax efficiency for taxable accounts
  • Minimize transaction costs of implementation
org6

6. Risk Management and Portfolio Monitoring

  • Manage investment, operational and headline risks
  • Evaluate target weightings on client needs/markets evolve
  • Rebalance as appropriate
  • Measure and manage positive impact outcomes

our team

Westfuller advisors create lasting relationships with clients built on our commitment to support and serve their goals.

MEET OUR TEAM

invested in a vibrant world

Westfuller has an unwavering commitment to investing in a vibrant world for our planet.

As fellow global citizens, we stand at the heart of our communities and movements, ready to start conversations and ignite real progress.

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