A complete list of active advisors currently associated with Westwind Capital

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

Westwind Capital provides asset management and financial planning to individuals, trusts, retirement plans and pension plans through its FOCUS Program. The firm manages client accounts on a discretionary basis and charges percentage-of-assets fees while also offering portfolio management for individual investors. The firm’s investment process is organized around five FOCUS disciplines — Stock Management, Income Management, Balanced FOCUS, an ETF discipline, and a customized options strategy — applying a set of quantitative and qualitative principles with a long-term orientation. WWC implements strategies using individual securities, mutual funds, ETFs, closed-end funds and bonds, may enter into sub‑advisory arrangements, and allows clients to impose reasonable investment restrictions while monitoring accounts regularly. Distinctive for a team firm of its size, WWC provides portfolio management for pooled and institutional vehicles, including retirement and pension plans and relationships facilitated through third‑party money manager and sub‑advisory agreements, a capability that is uncommon among peer team firms. The firm also offers a bespoke, on‑request options strategy for high‑net‑worth and institutional clients and maintains standing transfer authority protocols that result in custody oversight practices.

To learn more about the advisors currently working at Westwind 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.