As an independent investment advisor, we are free to select the right investment manager for the right asset class – a true objective and multi-manager platform.
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. These managers often possess the ability to identify investment opportunities that solve urgent societal and environmental issues. We have deliberately identified and invested in the leading, diverse investment advisors.
We also provide direct access to leading investment managers from the public markets as we as hedge funds, private assets (private equity and venture capital) and real assets (real estate and infrastructure). We partner with leading custodians such as Fidelity, Bank of New York Mellon Pershing, and Northern Trust. We can also partner with your preferred custodian.
As your advisor, Westfuller is your single point of contact – actively managing your multifaceted investment advisory needs in partnership with each manager and custodian, then providing your organization with a seamless experience and one comprehensive report.