WESTCOTT INVESTMENT ADVISORS LLC

Overview

Westcott Investment Advisors LLC is an independent, individual-owned registered investment adviser focused on serving individuals, families and small-business owners. The firm blends financial planning with portfolio management and operates primarily as a non-discretionary adviser: it provides investment advice and model or recommended portfolios while clients retain trading authority. Westcott structures fees as a percentage of assets under management and with the option of hourly charges for planning or advisory work. The firm's background and filings also list accounting as a core business activity, which suggests a client service model that integrates tax-aware planning and reporting alongside investment advice. Investment preference is equity-centric. The firm shows an explicit tilt to exchange-traded equities and similar listed instruments, and it uses mutual funds in client portfolios. Westcott does not identify itself as an active ESG investor and is not positioned as a capital allocator or pension consultant. Its advisory scope is concentrated on financial planning and portfolio management for individuals and small businesses rather than institutional mandates.

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