Witter & Westlake Investments

Overview

Witter & Westlake Investments is a small, fee-based advisory firm that manages portfolios for individual and family clients and small businesses. The firm favors liquid, exchange-traded instruments, with a clear tilt toward equities and ETFs as its primary implementation tools. Its advisory mandate is centered on discretionary portfolio management, indicating the firm makes ongoing allocation and security-selection decisions on clients’ behalf. The firm is not positioned as an ESG-active manager and does not present itself as a multi-state or pension consultant. Investment activity shows a mix of publicly traded equity exposure supplemented by allocations to third-party alternative managers, suggesting a hybrid approach that combines core, exchange-traded holdings with select external alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices