A complete list of active advisors currently associated with 71 West Capital Partners

Warmer can help you find a great advisor at 71 West Capital Partners or one who fits your needs even better.

71 West Capital Partners provides wrap-fee portfolio management to a range of clients — including individuals, high-net-worth clients, trusts, pension plans and corporate entities — and charges advisory fees based on a percentage of assets under management. Services described in the brochure include individualized investment management through in-house investment adviser representatives, the use of third‑party managers, and ancillary offerings such as margin lending and custody recommendations. The firm’s investment process is client-driven: advisors meet with clients to document objectives and risk tolerance, then construct and monitor portfolios using a mix of analytical approaches (fundamental, technical, quantitative, and Modern Portfolio Theory) and asset-allocation techniques (strategic, tactical, and core-satellite). Implementation can include ETFs, mutual funds, individual securities, direct indexing, structured notes, options, futures, private equity, REITs, and tax‑loss harvesting; portfolios are continuously reviewed and rebalanced and third‑party managers are monitored as part of ongoing due diligence. Distinctive operational features include a relatively small advisory team managing multi‑billion dollars in wrap assets, a wrap program that absorbs certain platform transaction arrangements, and an integrated margin lending service with a separate loan administration charge. The firm also discloses platform-specific arrangements — it recommends Pershing Advisor Solutions as custodian (including receipt of transition-related benefits tied to assets) and uses Broadridge for proxy voting — disclosures the brochure identifies as potential conflicts of interest.

To learn more about the advisors currently working at 71 West Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.