Investments & Asset Allocation

Do you know which investments to make to meet your short- and long-term financial goals? With so many options available, it can be overwhelming to make the right decision. We consider everything from stocks, bonds, mutual funds, ETFs, and real estate to alternative investments when developing an investment strategy that will get you where you need to be in 5, 10, or even 50 years.

Our portfolio management services include, but are not limited to, the following:

  • Analyze risk tolerance and compare to current investment portfolio
  • Create a personal investment policy
  • Develop an investment strategy
  • Advise on asset allocation to ensure proper product and sector exposure
  • Monitor investment portfolio against benchmarks on an ongoing basis
  • Independently review your current investment managers and financial institutional relationships to ensure that their fees and services are competitively priced and executed appropriately

Wesfair Advisory evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client.

Wesfair Advisory seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of Wesfair Advisory’s economic, investment or other financial interests. To meet its fiduciary obligations, Wesfair Advisory attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, Wesfair Advisory’s policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. It is Wesfair Advisory’s policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent among its clients on a fair and equitable basis over time.