Westco Advisory Services, Inc.

Overview

Westco Advisory Services, Inc. is a small, privately owned advisory firm that combines financial planning and portfolio management for individuals, families and smaller institutions. The firm operates as a capital allocator and also provides manager selection services, indicating it both directly manages portfolios and places assets with external investment managers. Its advisory offering is fee-based (percentage of AUM) with the option for hourly or fixed fees, and the firm is not an active ESG investor. Registered since 2008 as a corporate advisory practice, Westco lists affiliations with a broker-dealer, accounting professionals and an insurance company, which suggests a networked referral model alongside its advisory work.

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Public Holdings

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Location & Offices