Welcome to Westover Capital
Founded in 1999, Westover Capital Advisors is an independent, privately-owned investment and wealth management firm with a commitment to protect and grow our clients’ assets. We guide individuals, families and foundations with consistently thoughtful advice and sophisticated investment management to enable them to build and enjoy fulfilling lives for themselves, their families and their charitable interests.
We are an SEC-registered investment advisory* firm with clients who hail from the East to the West Coast. We accept no compensation for product sales. We earn no sales commissions. We are neither stock brokers, financial consultants nor financial advisors. We are registered investment advisors.* As such, and by law, we have a fiduciary relationship with our clients. This means we have a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. We owe our clients a duty of undivided loyalty and utmost good faith. Always.
At Westover, our belief is that as we advise and manage a client's portfolio it should reflect where they are today as well as where they want to go tomorrow. In addition, our advisor representatives have the responsibility to be aware of the unique circumstances that apply to each and every one of our clients. We are both mindful of and humbled by our role as our client's trusted advisor. From the time of our founding to the present, we have worked with individuals to create customized portfolios and to manage them in a way designed to optimize their probability for success.
Westover's advisory services are best suited for clients with $1 million or more in assets. We invite you to have a confidential conversation with us.
*The word registered does not imply any special level of professional competence, education or special training. Registration does not constitute an endorsement by state securities regulators or the SEC.
Due to the rising popularity of ETFs, companies no longer cater to the individual investor, choosing instead to court the ETF provider. You can see this phenomenon in the number of companies executing stock splits.
No matter where you fall on the economic spectrum, the elegance of simplicity is especially true when it comes to your finances.
At Westover, our clients often share articles with us on topics that engage and inspire, or from time to time, challenge or support our best thinking. Recently, a client shared an opinion piece from the Wall Street Journal, “I Won’t Ride the Trump Train into a Trade War.”