Westside Investment Management
As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners.
Personal, Local Service Backed
by National Resources
We are headquartered in beautiful Santa Monica, California and work with clients across the United States. James Frawley, our managing principal is located at our Santa Monica office, while Todd Clark is the managing principal for our Oklahoma City office.
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Experience has taught us that smart investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can seem daunting, a steady course can help buffer you against turbulence and uncertainty. To help you overcome these challenges, we’ve compiled a list of common mistakes and guidelines.
Is your portfolio invested to address your needs and goals? Click above and take a short online questionnaire. Our Advisors can pinpoint your risk number and build a portfolio to match.
Our Core Principles
We hold ourselves accountable to our core principles, which we believe can help position you to appropriately invest and manage your wealth.
Our Process
We believe that your goals and dreams are the best place to begin the planning process and execute the steps necessary to properly manage your wealth, aligned with your values and objectives.