West Financial Services, Inc.

West Financial Services, Inc.

West Financial Services, Inc.

Overview
Date Founded

2005

Headquarters

1355 Beverly Road,Suite 250,McLean, VA 22101-3649

Type of Company

Private

Employees (Worldwide)

30

Industries

Investment Services & Portfolio Management

Company Description

WFS’ investment approach stresses diversified portfolios tailored to each client’s individual circumstances and specific goals. Their investment management goal is to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm’s portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. WFS utilizes a “core and satellite” approach to investing for equities. For the “core” portion of the portfolio, they use low-cost, core investments in major market indices to ensure that clients participate in broad market movements. For the “satellite” portion of the portfolio, the firm typically uses actively managed mutual funds and exchange traded funds to provide growth and value style exposure. For fixed income securities, WFS generally seeks to build a foundation of high quality bonds and ladder the maturities over a short to intermediate time period so that bonds mature each year. This strategy provides various maturities for reinvestment at different yields or for use of principal to meet future cash flow needs.

Contact Data
Trying to get in touch with decision makers at West Financial Services, Inc.? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

Chief Investment Officer

Chief Operating Officer

Chief Compliance Officer

Director of Fixed Income

Relationship Manager

Relationship Manager

Director of Retirement Plan Services & Financial Planning

Client Service Technology Specialist & Portfolio Administrator

Paths to West Financial Services, Inc.
Potential Connections via
Relationship Science
You
West Financial Services, Inc.
Recent Transactions
Details Hidden

Sandy Spring Bancorp, Inc. purchases West Financial Services, Inc.

Transaction Advisors
Investment Advisor

Advised onSandy Spring Bancorp, Inc. purchases West Financial Services, Inc.

Non-Profit Donations & Grants
Awards & Honors
Rank #202
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #171
2014
Financial Advisor Magazine - Top RIA Survey
Rank #1
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $500 Million to $1 Billion
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by West Financial Services, Inc.. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of West Financial Services, Inc.'s profile does not indicate a business or promotional relationship of any kind between RelSci and West Financial Services, Inc..