Westside Investment Management is committed to a holistic approach to wealth management. Our client’s goals and dreams are the best place to start the planning process and execute the steps necessary to properly manage wealth. At Westside Investment Management we provide the wisdom and qualifications to help our clients coordinate strategies with fundamental disciplines to help them address their goals. Abandoning the traditional model of investment management, our clients appreciate the higher level of sophistication achieved when all components of their financial lives are examined and considered as a whole. When specialized expertise is necessary, we help coordinate with other professionals to ensure that all aspects of the financial picture have been addressed.
We do not recommend an investment strategy or individual investments until we have prepared a detailed financial analysis of your current financial situation. Once a detailed analysis has been completed we will structure an investment portfolio using proven, conservative, tax and inflation sensitive investment strategies where approprate. Our investment strategies are driven by our client’s specific goals and time frames to reach those goals. Ongoing monitoring is an essential component of our investment approach. We focus on a number of key factors that can be leading indicators of deviation from historical performance patterns. Our monitoring process gives us the ability to make proactive investment decisions. Some of the key indicators we focus on are:
- Changes in the portfolio risk level
- Style Drift
- Changes in Portfolio Turnover
- Changes in Key Investment Personnel
Investment research lies at the heart of Westside Investment Management’s value proposition. The delivery of timely, in-depth, unbiased research on individual securities, asset allocation strategies, financial markets and the economy, gives the Westside Investment Management partners a powerful tool that is a distinct advantage in helping clients address their financial objectives. We use for part of our research a back-office of 17 analysts at LPL Financial, solid research reports and tools from Morningstar, Thompson Financial, Zacks, S&P, Bloomberg and 30 years of combined investment experience. Westside Investment Management operates on a shared philosophy that diligent fundamental research and a well-defined analytical process, rigorously adhered to, is the key to identifying, recommending and monitoring investment opportunities that will potentially translate into beneficial long-term, risk adjusted results for investors.