WestEnd Advisors, a Victory Capital Investment Franchise, is an institutional asset management firm and a registered investment advisor based in Charlotte, NC. The cornerstone of our investment philosophy is that the macroeconomic environment is a key driver of financial market returns. We have developed and refined our proprietary, qualitative investment process over the last two decades, which has enabled us to consistently navigate a wide variety of market conditions on behalf of our clients. WestEnd manages and markets a series of portfolios that are constructed with ETFs, and a large-cap, core equity portfolio.
WestEnd Advisors, LLC (“WestEnd”) is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Adviser does not imply any level of skill or training. WestEnd does not provide investment advisory services via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by WestEnd. It is not intended to be a solicitation or offer to sell investment advisory services in any jurisdiction in which WestEnd is not currently authorized to do so. Investment advisory services may only be offered upon delivery of WestEnd’s Form ADV Part 2 disclosure document, which details the services offered, business practices and related fees. WestEnd’s Form ADV Part 2 is available upon request. The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness.
Company Details
- Employees
- 37
- Founded
- -
- Address
- 1001 Morehead Square Drive,
- Phone
- +1-888.500.9025
- in****@****ors.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- westendadvisors.com
- HQ
- Charlotte, North Carolina
Westend Advisors Questions
Westend Advisors's helpline number is +1-888.500.9025
Westend Advisors's website is westendadvisors.com
Westend Advisors's LinkedIn profile is https://www.linkedin.com/company/westend-advisors
Westend Advisors has
37 employees.
View email and phone details for 37
employees at Westend Advisors.
Westend Advisors's industry is
Investment Management
Westend Advisors's top competitors are
Victory Capital,
Biltmore Family Office, Llc,
New Republic Partners,
Horizon,
Colony Family Offices,
Bragg Financial,
Novare Capital Management,
Wedge Capital Management® L.l.p.,
Linden Thomas & Company,
Sterling Capital Management Llc.
Westend Advisors's support email address is info@westendadvisors.com
Westend Advisors's categories are Investment Management
Westend Advisors's founding year is 2004
