Portfolio Management and Investment Brokerage

PROFESSIONAL PORTFOLIO MANAGEMENT

Westco Advisory Services, Inc. provides comprehensive investment management services for individuals, families and businesses based upon a percent of assets fee.  Westco Advisory Services, Inc. develops a custom investment plan utilizing a client's goals and objectives, risk tolerance, financial education, time horizon and expectations.  Each portfolio is designed for the individual using different asset allocations, asset classes, maturities, time frames and efficiencies. Each client's portfolio is created using a customized blend of individual stocks, bonds, ETFs and mutual funds.

Westco Advisory Services, Inc. is a SEC Registered Investment Advisor (RIA)

INVESTMENT BROKERAGE

As Registered Representatives of Westco Investment Corp., we search out and screen an extensive array of investment alternatives based upon a client's risk, goals, and suitability. We have access to an array of mutual funds and variable annuities.

Westco Investment Corp. is a registered Broker/Dealer, member FINRA and SIPC. 

SOPHISTICATED MONEY MANAGEMENT

Westco Advisory Services and Westco Investment Corp., use a sophisticated money management program known as Core and Satellite Investing. Core and Satellite Investing takes into account mom's theory of investing which is, “Don't put all of your eggs in one basket”. We understand that using assets that are correlated means that not only do all of the assets go up together they also all go down together. Here at Westco, we wanted to develop a plan that allowed our clients to make the most out of all of their investment options. We believe it is important to have assets that are non correlated as well as different philosophies and styles of investing throughout a portfolio rather than one size fits all. One of the ways that we do this is by using internally and externally managed accounts. If you would like to learn more about this type of investing or how it may benefit you, please call us to set up a complimentary consultation at (516)593-5070.