A complete list of active advisors currently associated with WESCAP Group

Warmer can help you find a great advisor at WESCAP Group or one who fits your needs even better.

WESCAP Group is a team advisory firm that manages approximately $1.09 billion for roughly 320 clients, serving individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary wealth management and standalone financial planning services tailored to each client's objectives. WESCAP employs a strategic and tactical asset-allocation framework with a contrarian, value-oriented bent, emphasizing broad global diversification, tax efficiency, and low transaction costs. Portfolios typically use mutual funds and ETFs and may include less-common asset classes and hedged strategies identified through fundamental analysis and occasional tactical tilts. Distinctively, WESCAP acts as the managing general partner and sponsor of Hedgecap Partners, L.P., a private pooled investment vehicle that may use hedging and leverage and for which the firm receives management and operating fees; in that capacity the firm has access to pooled-fund assets and provides audited annual financial statements to investors. The firm also relies on institutional custody and trading capabilities (including aggregated trading and an iRebal license) through a preferred custodian, and may be deemed to have limited custody when authorized to deduct advisory fees directly from client accounts.

To learn more about the advisors currently working at WESCAP Group, 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.