Investment Management


Asset Allocation


Tax Management

Westover’s Balanced Portfolio Approach

Westover Capital employs a diversified portfolio approach as we design your portfolio. We do not subscribe to any single style, size, or philosophy when it comes to building and protecting your assets.  This gives us the freedom to construct, then modify portfolios as market cycles and conditions dictate

1. Universal

A review of all financial investments in specific markets

2. Fundamental Analysis

Assessment of the strength of issuing entities

3. Technical Analysis

Examination and focus on current and future market conditions

4. Optimization

Optimizing resulting investments for continued growth

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