Institutional Services

Are you responsible for a retirement plan, an endowment or a foundation? Our credentialed professionals offer expert solutions. We can deep-dive into your current financial picture, uncover hidden risks, and create an investment program tailored to your needs. As a fully independent Registered Investment Advisor, we give you access to the universe of investments, plus the advanced technology and reporting platforms of leading custodians.

At West Capital Management, we go beyond managing money to deliver a complete institutional solution. Learn how we can help your organization control costs, manage fiduciary liability and achieve your long-term goals.

What makes us different

Family Office Model

Instead of relying on the narrow viewpoint of a single advisor, you receive dedicated attention from three credentialed specialists who are directly accountable to you. Modeled after the “family offices” that serve the world’s wealthiest families, this proven approach helps avoid mistakes and delivers a truly comprehensive wealth management solution.

Credentialed Wealth Management Experts

Your team includes an investment analyst (a CFA® charter holder), a wealth planner (CPA, CFP® or J.D.) and an Advisor (CIMA, CFP®, or J.D.). They bring sophisticated expertise to every facet of your plan.

Fee-only

As a fee-only advisor with no commissions or proprietary products, we provide objective advice with your best interests in mind.

Independent

We are nimble enough to provide truly customized solutions, while being able to leverage the strength and resources of some of the world’s largest custodians.

Retirement Plan Services

Today, retirement plans face a host of challenges—fast-changing regulation, an uncertain investment environment and concerns about retirement readiness.

At West Capital Management, we offer decades of experience helping business owners, self-employed individuals, plan sponsors and trustees manage their retirement plans. Turn to us for expert, objective guidance at every step of the process.

Endowments & Foundations Services

Would you like to feel more confident that your current investment allocations will support your future cash flow requirements? Do you need assistance getting your spending policies back on track? Are your donors asking for more transparent processes and the latest technology?

West Capital Management works with endowments and foundations to address a full spectrum of concerns—from capital spending and operating budgets to funding requirements and plan expenses. Our solutions cover your fiduciary and governance issues, reporting and operational requirements, and your need for objective, unbiased investment consulting. All of our solutions are delivered using the most advanced technology platforms from the industry’s leading RIA custodians.

We follow a rigorous, disciplined five-step process:

  • Estimate future income and cash flow requirements
  • Write a customized Investment Policy Statement tailored to your needs and goals
  • Make unbiased investment selections according to established objective criteria
  • Continually monitor your portfolios’ investments, allocations and risk profiles
  • Adjust strategies as needed to keep you on target

Fiduciary Liability Management

Changing regulation makes it increasingly difficult for retirement plan officials to understand—and meet—all of their fiduciary responsibilities. West Capital Management offers a full suite of customized, proactive solutions to help you manage the risk of fiduciary liability. As responsibilities and standards continue to evolve, we constantly review the most recent rulings, opinions and regulations to keep your policies and practices up to date.

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News

Posted: October

Please check out our Newsletter for the Fall of 2017. West Capital Management Fall 2017 Newsletter

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Articles

Posted: July

Statistics say, you’re probably going to need long-term care someday—and it’s probably going to cost a bundle. Fortunately, some careful planning right now can help you feel confident about paying…

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Resources

Posted: October

Please check out our Newsletter for the Fall of 2017. West Capital Management Fall 2017 Newsletter

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