WESTCO ADVISORY SERVICES, INC.

Overview

Westco Advisory Services, Inc. is a small, owner-operated advisory firm that combines advisory and insurance broker-dealer activities to serve individual, family and some institutional clients. The firm emphasizes financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers when specialized capabilities are needed. Its fee mix includes percentage-of-AUM arrangements alongside hourly and fixed-fee engagements, allowing flexibility for project work and ongoing asset management. Investment behavior is tilted toward public equities: the firm reports a clear preference for exchange-traded equities and uses those instruments as the backbone of client portfolios. Westco operates as a capital allocator — meaning it will place client capital with third-party managers and funds when it fits the client mandate — and it supplements equity exposure with traditional fixed-income instruments and insurance products where appropriate. The firm is not positioned as an ESG specialist and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices