Oklahoma City, OK Office

Westside Investment Management serves a mix of individual clients (including high‑net‑worth households), pension and profit‑sharing plans, business entities, trusts, estates and charitable organizations. The firm offers discretionary investment management, financial planning and consulting, retirement plan consulting, manager‑of‑managers solutions (including SEI-sponsored managed account and mutual fund allocation programs), and advice on private investment funds.

The firm generally implements client strategies through asset allocation models, manager selection and ongoing monitoring, using fundamental, technical, charting and cyclical analysis and periodic rebalancing; it also provides money‑manager search and monitoring via platforms such as LPL’s Manager Access Select. Westside discloses use of options, covered‑call strategies and structured notes (typically for hedging or tailored exposure), and it may employ margin or pledged‑asset loans and AI tools as part of its advisory work, with ESG considerations implemented only at a client’s direction.

Compared with many peers, the brochure notes several less common practices: potential participation in wrap‑fee programs, explicit use of derivatives and borrowing within separately managed accounts, and the purchase of structured notes — each of which the firm describes together with associated risks and conflict‑of‑interest considerations. The firm’s disclosures also document receipt of vendor support and occasional Additional Benefits to facilitate client events and participation in referral programs, and it discloses using endorsements and testimonials in its advertising.