Investment Management
All-Cap
Asset Allocation
Diversification
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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