Westfuller Advisors is a boutique wealth management and investment advisor offering comprehensive, fee-based wealth management and financial services.
The Westfuller Advisors Process
Assess
Desired Needs
Assessment
(DNA)
Focused on near and long-term objectives and conceptual understanding
Plan
Personal
Wealth Policy
(PWP)
Customized to goals and aspirations
Invest
The Wealth
Allocation
Framework
Based on aspirational, market & personal preferences
Advise
Social &
Civic
Solutions
Estate planning, philanthropy, SRI objectives
Evaluate
Active
Performance
Tracking
We track performance in absolute and relative terms for each account, as well as for your overall portfolio
“We deliver customized solutions and actively manage them for our Clients.”
Financial Planning
We prepare a Personal Wealth Policy (PWP) customized to your lifestyle and aspirations.
CORE CONSIDERATIONS
- Portfolio diversification
- Management of risk
- Family dynamics; Multi-generational planning
- Values-based investing
- Philanthropy
ASSET AND INCOME SOURCE ASSESSMENT
- Investments
- Retirement Plans
- Insurance
- Real estate
- Executive Compensation Plans
- Inheritance
- Collectibles, Other Assets
Portfolio Construction
We develop a strategic asset allocation that is targeted to meet the investment
objectives, time horizon, financial situation and risk tolerance for each Client.
Assess Allocation
- Client’s stated goals
- Time horizon for achieving the goals
- Investment strategies
- Client risk tolerance
- Reasonable restrictions imposed by the Client
Portfolio Construction
- Westfuller will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client
Investment Management and Supervision
- Westfuller will provide investment management and ongoing oversight of the Client’s portfolio and overall account
Alternative Investments
- Private equity, real estate and hedge funds
- Introduction to third-party portfolio managers
- Advice on structured notes, the use of foreign exchange forward contracts and interest rate and equity derivatives