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Our Services

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

Investment Management

We establish a Personal Wealth Policy to align with an investor-centric philosophy, considering a Client’s total wealth organized by intended purpose and shared risk-return characteristics.

Personal

Protect basic
standard of
living

Market

Invest
to maintain
lifestyle

Aspirational

Potential for
significant wealth
mobility
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