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)

21

Industries

Investment Services & Portfolio Management

Company Description

West Financial Services' (WFS) investment approach stresses diversified portfolios tailored to each client's individual circumstances, including risk tolerance, time horizon, tax constraints and wealth objectives. The firm maintains a long-term view. They utilize diversification across global asset classes and incorporate research-driven tactical asset allocation adjustments.For equities, WFS employs a core and satellite approach. They use low-cost, core investments in major market indices to ensure that clients participate in market movements. For the satellite portion of the portfolio, WFS uses actively managed mutual funds and ETFs to provide growth and value style exposure. They also purchase individual stocks for additional sector and dividend exposure. WFS pays close attention to valuation, establishes well-defined entry and exit points, and uses both quantitative and qualitative due diligence to investigate new opportunities.WFS' fixed income approach focuses on preservation of capital. The firm builds a foundation of high quality bonds and ladders maturities over a short-to-intermediate time period. WFS generally purchases US Treasurys, governmental agency bonds, municipal bonds, investment grade corporate securities and FDIC-insured CDs. On occasion, they may purchase less than investment grade corporate bonds.WFS is not restricted to proprietary mutual funds or securities. They may select mutual fund managers that combine strong, consistent performance with reasonable expenses. WFS may participate in IPOs upon specific client request.

Contact Data
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Executives & Employees

Chief Investment Officer

Chief Operating Officer

Chief Compliance Officer

Director of Fixed Income

Relationship Manager

Relationship Manager

Chief Financial Officer

Director of Retirement Plan Services & Financial Planning

Board of Directors

President, Chief Executive Officer & Non-Independent Director at Sandy Spring Bancorp, Inc.

Founder at West Financial Services, Inc.

Executive Vice President for Wealth Management, Insurance, Mortgage at Sandy Spring Bancorp, Inc.

Former Secretary, Executive Vice President & General Counsel at Sandy Spring Bancorp, Inc.

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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
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