Full Service Comprehensive Advisory Services

Portfolio Construction

Taking our cue from the world’s largest and most successful investors, we capitalize on a universe of diverse asset classes and investment strategies designed to make your voyage more predictable and arrival at your destination more certain.

Westcourt’s fresh perspective on portfolio construction is derived from the following Guiding Principles:

Seek Attractive Risk-Adjusted Returns
Be Realistic
Be Adaptive
Be Patient
No Sacred Cows
Tax Efficiency Matters
Use Illiquidity to your Advantage
Concentration is your Friend

Investment Solutions

As markets evolve through inevitable economic cycles, Westcourt continues at the leading edge of shifting investment landscapes by adding Private Equity, Private Debt, Hedge Funds, Real Estate Special Opportunities to your traditional Stock and Bond portfolio.

“Westcourt’s world-class investment team has both the in-depth knowledge and ability to execute on portfolio mandates without the constraints of large corporate agendas. Investment knowledge has limited value for clients unless portfolio managers are able to properly apply it and can deliver effective results.

We are completely independent and always put our clients’ interests first.”
Robert Janson, President & Chief Investment Officer

Consolidated Reporting

Consolidated reporting provided monthly that directly compares your diverse portfolio, is exceptionally difficult to find in todays financial world. By providing accurate, clear and consistent reporting, our clients maintain the ability to measure progress and make decisions with complete information in-hand.

Our proprietary and customized consolidated monthly reports give clients what they want – clear and concise performance reporting at both the investment and portfolio level.

A La Cart Investment Solutions

Custom Solutions A La Cart

In today’s investment environment every well-constructed portfolio requires inclusion of diverse asset classes and investment strategies not available from mainstream investment providers. Westcourt’s best investment ideas can be individually integrated within any existing portfolio.