A complete list of active advisors currently associated with Westlake Capital Inc

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

Westlake Capital Inc. is a small independent investment adviser managing about $47 million for roughly a dozen clients, including high‑net‑worth individuals, living trusts, retirement plans, and endowment/charitable organization accounts. The firm provides personalized portfolio management across traditional asset classes—equities, ETFs, gold, and fixed income—and offers both supervisory (client‑approval) and limited discretionary services. The firm establishes investment objectives through an initial data‑gathering process and periodic reviews, then applies asset allocation, diversification, and stock selection to pursue total return consistent with client risk profiles. Investment decisions draw on a mix of external economic research and internal fundamental and technical analysis; the firm screens a small universe of roughly 50 stocks (about 30 closely followed) and classifies holdings as Buy, Hold, or Sell. Noteworthy features relative to peers include a predominance of supervisory/non‑discretionary assets (the firm reports only a small portion of discretionary accounts) and an explicit focus on charitable/endowment clients alongside private clients, which is less common among similar independent advisers. The firm is longstanding and privately owned, adheres to a formal code of ethics aligned with CFA asset manager guidance, relies on institutional research relationships, and leaves proxy voting to clients.

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