A complete list of active advisors currently associated with Westover Capital Advisors, LLC
Warmer can help you find a great advisor at Westover Capital Advisors, LLC or one who fits your needs even better.
Westover Capital Advisors is a team-based SEC-registered investment adviser serving individual investors (including high-net-worth clients), foundations, pension and charitable organizations across several hundred client relationships. The firm offers discretionary investment management, comprehensive wealth advisory and planning, trust and foundation services, bill-paying and consulting engagements. The firm’s investment process blends fundamental and quantitative research with technical and charting analysis, and uses both long‑term and tactical strategies when appropriate; it may employ limited use of ETFs, fixed income, and options (including covered calls) and emphasizes ongoing portfolio monitoring and rebalancing. Westover provides regular client reporting and coordinates with third‑party professionals on tax, estate and legacy planning, and it discloses margin and other trading risks in its client materials. What distinguishes Westover from many peers is its operating affiliation with an in‑house tax and accounting entity, Westover Capital Tax Services, LLC, and an expense‑sharing arrangement that the brochure discloses may create an incentive to offer those tax services to advisory clients (clients are informed these services are voluntary and are provided under separate agreements). The firm also documents a structured use of referral sources and “promoters” (including disclosures about whether a promoter is a client or non‑client and occasional nominal gifts), a practice the brochure treats as part of its client acquisition and advertising approach.
To learn more about the advisors currently working at Westover Capital Advisors, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, DE
| 16
| |
Wilmington, DE
| 3
| |
Wilmington, DE
| 4
| |
Wilmington, DE
| 17
| |
Wilmington, DE
| 3
|
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