Westlake Capital Inc

Overview

Westlake Capital Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm focuses on fee-based portfolio management for individuals, families and small-business clients, charging a percentage of assets under management. It identifies equities as its primary preference and does not position itself as a capital allocator; environmental, social and governance (ESG) investing is not flagged as an active part of its process. Advisory activity centers on discretionary and non-discretionary portfolio management for private clients rather than institutional pension consulting or multi-state advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices