WESPAC Advisors, LLC
Investment Management
689 Sierra Rose Drive
14 employees
- Employees
- 14
- Contacts
- 3
- Emails
- 3
- Phones
- 3
WESPAC Advisors, LLC Overview
- Headquarters
- 689 Sierra Rose Drive
- Phone Number
- Available in AeroLeads
- Website
- wespacadvisorsllc.net
- Industry
- Investment Management
- Employees
- 14
- Founded
- 1995
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About WESPAC Advisors, LLC
Over 25 ago, WESPAC Advisors set out to develop a new approach to investment management to cope with what we saw as the new market reality – the boom and bust cycle from 1995-2002. The world had changed, and WESPAC felt that investment management had to change to continue to generate the returns and safety that our clients expected. Since we developed our new approach, we were tested with yet another boom cycle from 2003-2007, the bust cycle in 2008, and now another boom cycle from 2009 through today. Our returns for our clients demonstrate the success of our new approach across some violent markets. The environment after the 2008 Crisis has continued to change. The link between economic and earnings fundamentals and the markets has become stretched. Central banks around the globe are shamelessly targeting asset prices with monetary policy. Corporations are indulging in financial engineering and stock buybacks, clouding earnings performance. The markets are buffeted daily by the micro boom and bust cycles caused by high frequency trading. The environment is getting even more challenging. The uncertainty and volatility of the markets over the past 20 years calls into question conventional investment management. Most investment management strategies are based on predictions of the future and speculation about how securities will behave in that context. WESPAC Advisors believes that a more flexible and adaptive processes is required to safely deliver market beating returns in this environment.
WESPAC Advisors, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
WESPAC Advisors, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| John Williams | Manager of Advisory Services at Wespac | Oakland, California, United States |
View
|
| Shevick Vanderwey | Retirement Plan Consultant & Investment | San Francisco Bay Area, United States |
Email
Phone
|
| Robert Perussina | Danville, California, United States |
Email
Phone
|
|
| Greg Christian | Helping Business Owners Get Their Time | Reno, Nevada, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| General | 1 | 1 | 1 |
Compare Similar Companies to WESPAC Advisors, LLC
Comprehensive Financial
Financial Services
Pathway Financial Advisors, LLC
Financial Services
Orion Capital Management LLC
Financial Services
Acorn Creek Capital
Financial Services
IAM Advisory LLC
Financial Services
TORA TRADING SERVICES, LLC, A LIMITED LIABILITY COMPANY OF DELAWARE
Related company record
Hillcrest Wealth
Financial Services
Lee Financial Group LLC
Financial Services
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
Investment Banking