The Westchester Group, LLC

Overview

The Westchester Group, LLC is a small, privately owned advisory firm that focuses on portfolio management for high-net-worth individuals, small businesses and institutional clients. The firm charges clients on a percentage-of-AUM basis and leans toward fixed-income allocations as a stated preference. It provides both discretionary and non-discretionary management, with the bulk of client relationships appearing to be managed on a non-discretionary basis. The firm is not an active ESG investor, does not present itself as a capital allocator, and is registered with the SEC since 2018. Advisory services center on direct portfolio management rather than operating pooled funds or acting as a third-party fund sponsor.

Assets & Accounts

Investments & Alternatives

Location & Offices