Weston Smith Financial was a Southern California based SEC Registered Investment Advisor firm. Having spent several years working for Merrill Lynch and Morgan Stanley financial advisor Alexander Weston Smith founded the company with an eye to avoiding mass-market investment products and providing clients access to exclusive, specialist investment opportunities.
WSF was different, serving as investment consultants and fund managers not salespeople of financial products. An alternative to the limited and costly selection investment banks and brokerages had to offer, an objective and result-oriented partner bringing clients to the source to maximise returns.
Stock and bond portfolio management was made available in-house backed by trading partner Interactive Brokers and through a premier affiliate network of top portfolio managers across the US and EU. WSF worked closely with high-net-worth teams at the world's leading investment banks to deliver tier one advisory services to all our clientele. We brought together the best investment resources instead of keeping the entire portfolio under a single limited umbrella.
WSF placed private equity and venture capital in tech, fashion, consumer goods, and real estate with access to hundreds of off-market investment properties and real estate portfolios worldwide. Institutional and private wealth clients were given a broad global network to guide them toward well-designed and comprehensive investment portfolios.
Company Details
- Founded
- -
- Address
- 1187 Coast Village Rd, Montecito,california 93108,united States
- Industry
- Investment Management
- NAICS
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Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Custom Portolios, Stocks Bonds and Commodities, Institutional Wealth Management, Private Wealth Management, Private Equity Tech, Private Equity Real Estate.
- HQ
- Montecito, California
- Competitors
- Weston Smith Private Equity Group.
Weston Smith Financial Llc Questions
Weston Smith Financial Llc's LinkedIn profile is https://www.linkedin.com/company/weston-smith-financial
Weston Smith Financial Llc's industry is
Investment Management
Weston Smith Financial Llc's top competitors are
Weston Smith Private Equity Group.
Weston Smith Financial Llc's categories are Investment Management
Weston Smith Financial Llc's founding year is 2010
