Westhill’s overriding vision is to provide you with the most advantageous investments based on how you want your portfolio managed. We combine rock-solid traditional values with a contemporary culture of entrepreneurial drive and dedication. Westhill’s approach is marked by a unique, bespoke stance toward investment advisory.
We look for hidden opportunity in a world of also-rans to deliver the kind of solutions that preserve and build wealth in an ever-changing market where risk is a fact of life. We provide innovative asset management that serves your objectives at every turn.
Our account managers lead the industry with the utmost adherence to prudent investment practices that leverage the cutting edge of contemporary market analysis informed by ongoing research and focus. We create customized investment plans designed to meet your individual aspirations and needs, working with you to create a practical, thoughtful plan to build upon your existing wealth.
Effective asset management demands deep knowledge to achieve expected results, but it’s not always an easy proposition as to where to invest or how to maneuver in an opaque, fluid market. Often when navigating these capricious waters, the best course to reach your financial destination is hard to define. What’s best: real estate, equities, precious metals, aggressive, conservative, balanced?
More importantly, who or what do you trust to help you set the course to reach your financial ambitions? The media offers a varied daily menu of alternatives, but no real answers. Advisors often harbor biases that do not mesh with your financial objectives. How can you balance your investment approach and structure your portfolio for maximum returns while minimising risk? Can an individual investor prevail in an ever-changing market with a profusion of options?
Westhill cultivates industry leading knowledge built on deep experience with a track record of success. We combine experience with ongoing research and diligence to arrive at fresh insights for our clients.
At Westhill, we manage client portfolios based on two principles: a deep and expanding foundation of market acumen combined with adherence to a simple code of placing your needs first. We are your partner in building a satisfying life underwritten by financial security.
Once we assess and understand your current financial situation in light of your life goals, we create a strategic plan tailored to expand your ability to meet those objectives. As we develop our advisory relationship, Westhill is committed to providing ongoing service, to help you adjust your growth plan in concert with changes in your personal life or career.
As your financial advisor we continually take the pulse of, and keep you informed of, ongoing market conditions, providing guidance on the most appropriate course to manage your investments.We maintain absolute fidelity with where you want to go, dispense advice on how to get there, and continually remind you of the importance of a disciplined approach to realising your dreams.