WestEnd Advisors

WestEnd Advisors

Investment Management 1001 Morehead Square Drive 37 employees
Employees
37
Contacts
3
Emails
3
Phones
1

WestEnd Advisors Overview

Headquarters
1001 Morehead Square Drive
Phone Number
Available in AeroLeads
Industry
Investment Management
Employees
37
Founded
2004
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About WestEnd Advisors

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.

WestEnd Advisors Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
1
33.3% coverage

WestEnd Advisors Org Chart

Sample employees and titles
Name Title Contact
Jason Leibowitz
Email
Ned Durden
Email
Fritz Porter CIO at Westend Advisors
Email Phone

Employees by Management Level

Individual contributor 9 profiles
Director 5 profiles
Executive 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 4 4 1
General 3 3 3
Finance 1 1 0

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