Western Select Branch Portfolios
Western Select is a Western Wealth Management investment portfolio service.
More advisors have made the decision to outsource some or all time-consuming operational and administrative functions, investment due diligence, and portfolio construction and management. This approach allows them to scale their practice and reallocate time for the greatest client impact.
The Investment Committee is comprised of these experienced members:
Mike Akins | Investment Committee Chair
Mike Gaffney | Institutional Business Development
Heather Palumbo | Portfolio & Investment Research Director
Dane Steigerwald | Western Select Operations
Reasons to consider outsourcing your portfolio design and management responsibilities are:
- Outsource research, due diligence and construction functions
- Ensure that portfolio strategies remain in-line with client objectives
- Performance reports are generated by the branch
- Portfolio trading and rebalancing are performed by the branch
- Allocate more time towards complex client issues
- Increased quality of life by eliminating mundane tasks
- Client approved quarterly fact sheets are provided
- Detailed Morningstar reports are available
- Investment committee members are available for client discussions
What portfolios are available?
Western Select offers five Core models to match the typical investment objectives.
- Income with Capital Preservation Model
- Income with Moderate Growth Model
- Growth with Income Model
- Growth Model
- Aggressive Growth Model
We offer four Tax-Aware models.
- Tax Aware Income with Capital Preservation Model
- Tax Aware Income with Moderate Growth Model
- Tax Aware Growth with Income Model
- Tax Aware Growth Model
Our newest offerings are all Unconstrained Aggressive Growth models.
- Analyst Choice Model
- Environmental, Social and Governance (ESG) Model
- Rising Dividend Growth Model
Please send inquiries to email@example.com more details and steps involved to incorporate these models into your practice.