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WESTSIDE INVESTMENT MANAGEMENT SERVICES
Here at Westside Investment Management we manage our client’s wealth and financial lives, so they in turn, can focus on what is most important to them. Here is a list of some of our main services:
DEDICATED TEAM Our team of focused and disciplined financial professionals provide unparalleled service and attention to each one of our clients. We are known for being proactive, always available, and helpful. Our clients count on us for our wisdom, experience, and trust.
FINANCIAL PLANNING Our planning services through LPL Financial range from a focused review of a particular planning need to the preparation of a comprehensive financial plan which can identify and tailor strategies for your full spectrum of financial goals. We help our clients stay focused and on track to address all of their financial objectives. We review our client’s plans annually and we check in with our clients frequently.
INVESTMENTS We provide investment analysis, research, recommendations, and management for our clients. We specialize in building personalized portfolios and implementing asset allocation strategies based on each client’s financial objectives. We include alternative investments in our client’s portfolios where appropriate including potential income generating and tax saving investments. We pay close attention to each one of our client’s accounts and we follow a disciplined investment philosophy and strategy.
OUTSIDE ACCOUNTS We review all of our client’s accounts and assets that are not directly held with us and we make sure they are correctly allocated based on each client’s financial objectives and goals. We review company benefits and perks and we make sure our clients are maximizing their benefits.
RISK MANAGEMENT We review our client’s accounts quarterly and our client’s investment risk levels annually. We manage risk in each one of our clients account through proper diversification and asset allocation. We review our client’s insurance needs annually. This review includes looking at company insurance benefits and making sure all insurance policies are set up properly with correct beneficiaries. We offer all levels of insurance protection including life, disability, long term care, and variable universal life insurance. Our goal is to make sure our clients are properly protected for life.
PROFESSIONAL ALLIANCES We have strong relationships with CPAs, estate planning attorneys, and real estate professionals in our area. We provide professional referrals to our clients and we strive to be the number one resource for any of their needs.
EDUCATION We keep our clients informed and updated on market and economic news via emails, newsletters, phone calls and more.
RESOURCES We use the best financial planning and finance-related technology in the world. We offer our clients tools such as convenient online access to account information and data, account aggregation capabilities to view and track accounts from one place, and an online document vault to save and view important documents from anywhere in the world.
TAX REVIEW We review our client’s tax returns to determine if there are investment related opportunities. We review portfolios for tax considerations at the end of the year.
SMALL BUSINESS CONSULTING We assist clients with businesses implement company retirement plans and company health plans. We manage and review company retirement and health plans and we may suggest alternatives.
ESTATE REVIEW We review our client’s estate documents including wills and trusts. If necessary, we refer clients who want to set up a trust to an estate planning attorney. We manage and coordinate our client’s trust assets.
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