A complete list of active advisors currently associated with Westhampton Capital

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

Westhampton Capital serves individual and high-net-worth clients as well as retirement plans and charitable organizations, providing discretionary portfolio management and a range of retirement plan advisory services. The firm charges asset-based advisory fees and develops a Financial Profile and Investment Plan with each client to guide ongoing management. The firm combines a structured, quantitative process for sector and security selection with qualitative cash-flow and intrinsic-value analysis under a growth-at-a-reasonable-price philosophy. It implements client-specific Investment Plans on a discretionary basis using individual equities, fixed income, pooled vehicles, model portfolios for plan participants, and, when appropriate, covered-call strategies. Noteworthy aspects include explicit ERISA fiduciary offerings — providing nondiscretionary 3(21) consulting and optional 3(38) discretionary management for plans — along with participant education and enrollment support. Westhampton operates as a small, four-advisor team managing primarily discretionary assets (about $238 million), discloses that two advisers are also licensed to sell insurance (with client notice of any commissions), and generally does not vote client proxies.

To learn more about the advisors currently working at Westhampton Capital, 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.