WESCAP Group
303 North Glenoaks Boulevard
Suite 905
Burbank, CA 91502
About Our Firm
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diversified client base of high-net-worth individuals and families.
Founded in 1988, WESCAP Group is headquartered in Burbank, California, and serves clients throughout the United States.
Our extraordinary client retention rate is driven by long-term performance, thoughtful financial advice and an unwavering commitment to putting our clients~ interests before our own.
The WESCAP Group Composite, which represents all discretionary managed accounts, has an annualized return of +8.5% since 1990*. We know of no other competitor who has comparable results over a similar time period. Moreover, many of our competitors are unable or unwilling to provide a long-term written track record.
We provide exceptional service for our clients and strive to develop lifelong relationships. This is evidenced by our annual client retention ratio, which has averaged 99.2% over the past 7 3/4 years*.
WESCAP Group manages over $650 million in client assets*.
A detailed track record and disclosures are available upon request. Past performance is not indicative of future results.
*as of September 30, 2010.
Our Firm’s Advantages
Serving Our Clients
At WESCAP Group, our ideas, experience and insight are focused on a singular objective: to deliver exceptional investment management and thoughtful financial advice to our valued clients.
The benefits of our disciplined investment approach are apparent across a wide range of market conditions. Our clients maintain peace of mind knowing that we continually seek attractive risk-adjusted opportunities on their behalf.
We are objective, unbiased, and pursue the highest possible standards in everything that we do.
Our distinctive attributes are:
- Visionary portfolio construction
- Extraordinary client retention
- Extensive experience & education
- Quantifiable results
- Independence and integrity
Our Mission
Custom Solutions
With over a century of combined advisory experience, our team brings compelling professional knowledge and insight to each client relationship. Our culture and disciplined process support a collaborative environment where specialized knowledge and individual expertise are leveraged for your benefit.
Custom financial solutions are forged through extensive research and the careful analysis of your unique needs and aspirations.
WESCAP Group’s mission is to preserve our clients’ assets and grow their wealth through exceptional investment management and thoughtful financial advice.
Our fiduciary responsibility is always to the client.
Core elements of our fiduciary model are:
- Completely independent
- Fee-only
- No commissions
- Full disclosure
- SEC-Registered Investment Adviser
Investment Management
The Core of What We Do
Compelling ideas lead to possibilities, which in turn, create opportunities.
We are innovators in constructing globally and strategy-diversified investment portfolios. Our focus is on risk management and we opportunistically seek under-valued asset classes and strategies. Our investment approach strives for outstanding risk-adjusted returns across a range of market conditions. The central tenets are:
- Strategic & tactical asset allocation
- Broad global diversification
- Contrarian/Value-oriented
- Low transaction and ownership costs
- Tax efficiency
Financial Planning
Seeing Your Total Picture
We work closely with you to define and manage important aspects of your financial life.
Our approach begins with in-depth conversations to help us thoroughly understand your goals, tolerance for risk and particular needs. This critical insight serves as the foundation for creating the plan — strategies and tactics — that will help reach your goals. Financial planning serves as a complement to our core investment management offering.
We frequently advise on the following:
Retirement projections and planning- Estate and gift planning
- Education planning
- Risk management review
- Tax planning
- Employee benefits analysis
- Cashflow and debt management
- Charitable giving
Contact us today for a complimentary consultation. We look forward to your inquiry!
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that WESCAP Group has a portfolio minimum of $250,000 to accept inquiries through this directory.
